About Us
John Piershale Wealth Management, is a fee-only fiduciary and independent registered investment advisor. We are not paid a commission of any kind, and provide unbiased and trustworthy financial advice to our clients at all times.
Some challenges we can help people with:
-
Investment models that address draw-down risk.
-
Social Security maximization.
-
What income can you spend in retirement?
-
Tax thresholds to be aware and plan for!
-
Taking tax-efficient income from IRAs and investment accounts.
-
Roth IRA conversion strategies.
-
Direct rollovers (401k's, TSP, Profit Sharing, etc.) to an IRA.
-
Stock option guidance: ISOs, NSOs, RSUs, ESPP, ESOP
John M. Piershale, CFP®, AEP®
John has over 20 years experience providing financial guidance and is a
CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification is the Standard of Excellence in financial planning and advisors practicing as a fiduciary should have it.
John is an Accredited Estate Planner® - awarded by the National Association of Estate Planners & Councils to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
John is a member of the Fox Valley Estate Planning Council in Geneva, IL. This is a group made up of highly skilled advisors, attorneys, CPAs, and trust officers discussing advanced estate planning topics to help our clients. John is also a Certified Tax Specialist™ and provides tax planning and form 1040 reviews for his clients.
He has been in the Wall Street Journal, MarketWatch, CNBC, USA Today and many others.
NAPFA Registered Financial Advisor
John is a member of the National Association of Personal Financial Advisors (NAPFA). NAPFA-affiliated Advisors are fiduciaries at all times, and put you first. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors. They are financial advisors who are highly competent, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission. Their only purpose is to look out for their clients’ overall financial well-being.
_tif.png){kind=logo}
