Piershale Wealth Management
FEE-ONLY FIDUCIARY ADVISOR | RETIREMENT & TAX PLANNING | NO COMMISSIONS
Guiding Retirees in a Changing Financial Landscape
Markets Change - Taxes & Estate Planning Change - Retirement Income Rules Change
Planning for what's around the bend
We use Charles Schwab & Co., Inc. (“Schwab”) as the independent custodian for our clients’ investment accounts.*
We are pleased to be featured in the Schwab Independent Advisor Search directory. ​
Enter Zip Code 60014 to see us:
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Piershale Wealth Management, LLC has selected Charles Schwab & Co., Inc. as a custodian for our clients' accounts.
Most advisors claim to be fiduciaries. We put it in writing. Read the signed oath we provide to every client to ensure our interests are always aligned with yours.
Since 1987, Schwab has provided independent advisors with forward-thinking technology, the latest wealth services, and insights you can trust.
About Us
Piershale Wealth Management is a fee-only fiduciary and independent registered investment advisor. We are not paid a commission of any kind, and provide unbiased and trustworthy financial advice to our clients at all times.
Some challenges we can help people with:
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Investment models that address draw-down risk.
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Social Security maximization.
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​What income can you spend in retirement?
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Tax thresholds to be aware and plan for!
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Taking tax-efficient income from IRAs and investment accounts.
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Roth IRA conversion strategies.
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Direct rollovers (401k's, TSP, Profit Sharing, etc.) to an IRA.
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Stock option guidance: ISOs, NSOs, RSUs, ESPP, ESOP
Click to read verified client reviews on Wealthtender.
John M. Piershale, CFP®, AEP®
John has over 20 years experience providing financial guidance and is a
CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification is the Standard of Excellence in financial planning and advisors practicing as a fiduciary should have it.
John is an Accredited Estate Planner® - awarded by the National Association of Estate Planners & Councils to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
John is a member of the Fox Valley Estate Planning Council in Geneva, IL. This is a group made up of highly skilled advisors, attorneys, CPAs, and trust officers discussing advanced estate planning topics to help our clients. John is also a Certified Tax Specialist™ and provides tax planning and form 1040 reviews for his clients.
He has been in the Wall Street Journal, MarketWatch, CNBC, USA Today and many others.
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NAPFA Registered Financial Advisor
John is a member of the National Association of Personal Financial Advisors (NAPFA). NAPFA-affiliated Advisors are fiduciaries at all times, and put you first. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors. They are financial advisors who are highly competent, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission. Their only purpose is to look out for their clients’ overall financial well-being.
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*About Charles Schwab & Co., Inc.:
These materials have been independently produced by Piershale Wealth Management, LLC. Piershale Wealth Management, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Piershale Wealth Management, LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.