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Building Wealth for Generations to Come



At Churchill Wealth Management, we understand all the pieces of your financial life are connected and have long-term impacts on your family.  We take the time to listen and understand your unique situation, so we can develop a personalized financial roadmap that helps you achieve your goals while reducing your concerns.  As an independent firm, we do not have sales goals or proprietary funds, so we have the advantage of providing unbiased advice based on your particular needs that is truly right for you.

 

We pride ourselves on being a low-pressure, personable, client-focused firm dedicated to serving our clients and community with the highest level of integrity. If you’re interested in better understanding our comprehensive financial planning and wealth management services, or want to explore one of the other services we offer, we’d love to meet you! Please don't hesitate to contact us today.

Financial Planning

Life Insurance Planning

Investment Management

Pension Maximization

College Expense Planning

Social Security Strategies

Company Retirement Plans

Portfolio Evaluation

Upcoming Event


  • Seminar: A Review of the Market and Economic Conditions
  • When: Tuesday, January 22, 2019 at 6:00pm
  • Where: The Lariat Steakhouse
    • With guest speaker and market expert from Russell Investments


See our other Upcoming Events under the "About Us" tab for more seminars and client appreciation activities to come! Call our office to RSVP.

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