Investment Options

Invest Where You Belong

Wealth Advisors can help you to create an investment strategy targeted toward your specific goals.

wealth advisors team photoKristin Becker, Senior Administrative Assistant, Craig Lundquist, Wealth Management Advisor and Richard Mathaus, Financial Consultant

Let Us Help

Whether you have one financial issue you want to tackle today or realize it’s time to put together a comprehensive financial strategy, Ideal Wealth Advisors will take the time to listen and learn about your unique situation.

Ready to get started? Schedule an appointment today!