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About Us

Providing exceptional service to help you unlock your options

The experienced advisor team at Kadletz Wealth Management is driven by a fundamental goal of providing exceptional service and consistent communication to every client, simplifying financial complexities to assist our clients in transitioning to retirement and unlocking the options for living an impactful life.

Spend time with family

Travel the world

Find a second home

Invest in kids' educations

Take family vacations

Move closer to family

Retire early

Start a new career

Pass on Wealth to Kids

We help you create a solid plan designed to meet your goals

Our paramount mission is to help you pursue an impactful lifestyle and reach your objectives. We guide your progress with a detailed plan so you can move forward toward achieving your short and long-term goals in retirement.

We Work Toward Simplifying financial complexities so you can enjoy your life

Your Kadletz Wealth Management team will leverage its knowledge and experience to simplify your financial life. Our exceptional service and personal support help you gain the confidence to pursue and work toward achieve your goals.

Our recognized commitment to excellence helps you work towards achieving your goals

For the years 2023, 2024 & 2025 as a Cetera Circle of Excellence honoree, John Kadletz has been recognized as an advisor demonstrating a strong commitment to excellence. We are dedicated to upholding this commitment in all aspects of our work.

The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of John Kadletz, Financial Advisor, by any client.

Our Core Values

Simplifying your financial life

We utilize a range of tools and decades of experience to simplify your financial life. When you understand the complexities of your money, you can pursue your goals with confidence.

A plan to reach your goals

We’re committed to our clients’ pursuit of an impactful lifestyle and retirement. We dig in to understand your short and long-term desires then we outline the steps to get you there.

Serving your best interests

We’re not bound to proprietary product sales. As an independent firm we develop strategies and recommendations with clients’ best interests in mind.

Passion to help you

Each advisor on our team has a passion for helping others. We understand financial services and believe that we can use our knowledge to help people enjoy an impactful lifestyle.

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Our Services

We offer a complete range of services to guide your pursuit of an impactful lifestyle.

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Our Approach

We create a detailed personal plan to help you reach your financial and lifestyle goals.

Our Approach

Our Team

Our team is committed to using our knowledge and expertise to help you achieve your objectives.

Meet the Team