About Us

Dvorak Wealth Management

At Dvorak Wealth Management, we believe one can only have true financial peace of mind when one knows, without a doubt, that they have a comprehensive financial strategy designed to provide for them during the good times and be defensive during the bad. We also understand that people need an ongoing advocate to guide and protect them through life’s unexpected and inevitable turns.

As Investment Advisor Representatives, we work to help our clients avoid taking on unnecessary financial risks. Instead, we help our clients understand what their wealth represents to them: freedom, choices, stability, a comfortable lifestyle, and ultimately, how they can make the choices that are best for themselves and their loved ones.

At Dvorak Wealth Management, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 4 critical areas of retirement planning, including:

  • Retirement Income Planning
  • Social Security Maximization Planning
  • Advance Tax Planning
  • Tax Minimization Strategies
  • Investment & Risk Management Strategies
  • Estate & Legacy Planning

As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Dvorak Wealth Management, we work hard to bring our clients the financial solutions that are designed to protect, preserve, and grow our client's assets throughout their retirement.

Discover what it means to have a personal financial guide working with you to help you make the strongest financial decisions for you and your loved ones. Discover what it means to have confidence and peace of mind in retirement. Discover the Dvorak Wealth Management difference. Call today and ask for Brian Dvorak Certified Financial Fiduciary® at 920.475.4096 or Toll-Free at 855.800.2848

Give us a call to set up your free consultation:
Brian Dvorak

Brian Dvorak

Brian Dvorak founded Dvorak Wealth Management intending to help retirees and pre-retirees provide security and peace of mind in retirement. As financial advisors, we are committed to treating you like family and protecting your hard -earned assets as we would our own.

At our agency, we take great pride in the quality of service we provide for our customers. Whether our clients need help filing a claim, processing a payment, or just understanding their insurance coverage we'll always be there ready to help.

We know our clients and we know insurance, so our clients enjoy the peace of mind that comes with knowing their insurance agency can help them regardless of how big, small, unique, or specific their insurance needs are. With the years of experience we bring to the table there isn't much we haven't seen before, and you never know when that's going to come in handy.