Screaming Eagle Wealth Management

Who We Are

At Screaming Eagle Wealth Management, we're a team of dedicated professionals passionate about helping you achieve your financial goals. We believe that wealth management is more than just investing - it's about creating a comprehensive plan that takes into account your entire financial situation. Our team is committed to providing personalized service, expert guidance, and a clear understanding of the complex financial landscape.

What We Do

We're a fee-based financial planning firm dedicated to helping individuals and families achieve their financial goals. Our team of experienced professionals brings a wealth of knowledge and expertise to the table, with a focus on advanced planning, relationship management, and investment consulting. We take the time to get to know our clients, understanding their unique goals, values, and aspirations. This personalized approach allows us to develop tailored strategies that address their specific needs and concerns.

Our Formula for Wealth Management

At Screaming Eagle Wealth Management, we believe that true wealth management requires a three-part formula: Investment Consulting, Advanced Planning, and Relationship Management.

• Investment Consulting: We provide expert guidance on investment products and services, helping you make informed decisions that align with your goals and risk tolerance.
• Advanced Planning: We take a holistic approach to financial planning, considering all aspects of your financial situation, from investments to estate planning, to create a comprehensive plan that addresses your unique needs.
• Relationship Management: We believe that building strong relationships is crucial to achieving your financial goals. Our team is dedicated to providing exceptional service, regular communication, and timely updates to ensure you're always informed and on track.

Meet the Team

Our team consists of experienced professionals who share a passion for helping others achieve their financial goals. Led by Erik Dullenkopf, a certified financial planner and registered investment adviser, our team is committed to providing exceptional service, expert guidance, and personalized attention to each client.

Philosophy

At Screaming Eagle Wealth Management, we believe that wealth management is a partnership between our team and our clients. We take the time to understand our clients' unique goals, values, and aspirations, and work closely with them to develop tailored strategies that address their specific needs and concerns. Our team is dedicated to providing exceptional service, expert guidance, and personalized attention to every client, helping them achieve their financial goals and live the life they desire.