Your Guide in a Changing Financial Landscape
Fee-Only Fiduciary Advisor for Retirees
We use Charles Schwab & Co., Inc. (“Schwab”) as the independent custodian for our clients’ investment accounts.
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Retirement Planning, Simplified
Clear guidance to help you make confident retirement decisions
Your Retirement, Planned with Purpose
Clear, coordinated planning to help you decide when to retire, how to generate income, and how to move forward with confidence.
Investment Strategies Aligned With Your Goals
A disciplined, rules-based approach designed to participate in market growth while paying close attention to risk when conditions change.
Tax Strategies That Keep More in Your Pocket
Thoughtful tax planning focused on reducing lifetime taxes, not just this year’s tax return, so your money lasts longer.
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Estate Planning for Peace of Mind
Helping you pass your assets to the people you care about, in the way you intend, with fewer surprises along the way.
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Trust
Built on Trust and Fiduciary Duty
At John Piershale Wealth Management, we believe retirement should feel less like a financial puzzle and more like a well-earned new chapter. For many people, stepping into retirement means facing big decisions - when to claim Social Security, how to invest without taking unnecessary risk, how much they can safely spend, and how taxes may affect everything they’ve built. That’s where we come in.
As a fee-only fiduciary firm, our only responsibility is to the families we serve. We don’t receive commissions, sales incentives, or hidden compensation of any kind. Our advice is straightforward, unbiased, and focused solely on helping you protect your lifestyle throughout retirement.
We specialize in working with individuals and couples age 50 and older who want clarity, not complexity. Whether you’re approaching retirement or already living it, our goal is to help you understand your income options, manage investment risk, plan for taxes strategically, and make confident decisions about your financial future.
While every client comes in with a different story, many seek guidance on common retirement challenges - such as designing an investment strategy that limits unnecessary drawdowns, choosing the most advantageous time to claim Social Security, determining how much income they can safely spend each year, coordinating IRA distributions with tax thresholds, and evaluating whether Roth conversions make sense for their long-term plan.
Whatever brings you in, we take the time to understand where you’ve been, what you value, and what you want your retirement to look like - and then we build a plan designed to support it.
Professional Memberships
Active participation in leading industry organizations
