Otto Kerntke McGlone Wealth

Our Philosophy

At Kerntke Otto McGlone Wealth Management Group, we pride ourselves on being an independent registered investment advisory firm that offers a distinctive approach to wealth management. We believe that each individual has unique financial goals and aspirations, and it's our mission to deliver personalized, tailored plans that align with those goals. Our experienced team of professionals takes a consultative approach, working closely with clients to assess their circumstances and develop a comprehensive plan that meets their needs.

Wealth Accumulation

Whether you're looking to buy a business, a vacation home, save for education expenses, or work towards a self-sufficient retirement, we have a customized investment strategy that suits your individual needs. Our team will work closely with you to understand your investment goals and objectives, and create a personalized plan that reflects your financial aspirations.

Tax Management

Tax planning is an essential aspect of wealth management, and we take a proactive approach to ensure that our clients' tax obligations are managed effectively. We work directly with your tax advisor to develop a comprehensive tax strategy that minimizes your tax liability and maximizes your wealth.

Retirement Income Strategies

Our goal is to help you maintain your current standard of living throughout your retirement years. We believe that retirees should enjoy their golden years without worrying about their financial well-being. Our team takes a practical approach to retirement income planning, continually evaluating risks and opportunities to ensure that your retirement goals are met.

Risk Assessment & Wealth Preservation

We understand that life is full of surprises, and it's essential to be prepared for the unexpected. We take the time necessary to thoroughly understand your objectives, so we can properly tailor your individual risk parameters. Our team will work closely with you to identify potential risks and develop strategies to mitigate them, ensuring that your wealth is preserved and your financial goals remain on track.