Services

Armstrong Wealth Management takes a holistic approach when serving the needs of individuals, families, business owners and tax-exempt organizations. Wealth management normally includes comprehensive investment management, financial advice, tax guidance, and estate planning. And by focusing on the “big picture” we help clients achieve a lifestyle that is consistent with their financial situation, goals and risk comfort level. With the many years of experience in the financial services industry we are able to help clients navigate their financial journey in the most cost-effective manner.

 

Our Services include:

    • Retirement planning
    • Comprehensive portfolio management
    • Cash flow analysis
    • Legacy and estate planning
    • Small business planning
    • Employer-sponsored retirement plans
    • Risk management and insurance planning
    • Education saving planning
    • Tax planning
    • Philanthropic planning

Armstrong Wealth Management | 609 E. Etna Road | Ottawa, IL 61350
P: (815) 324-9457 | E: john@armstrongwealthmanagement.org

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Armstrong Wealth Management are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary) 

This communication is strictly intended for individuals residing in the states of AK, IA,IL, NC, AND WI. No offers may be made or accepted from any resident outside the specific states referenced. The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Armstrong Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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Armstrong Wealth Management