Wealth Management
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434 W Norfolk Avenue
Wealth Management Nebraska LLC is a Registered Investment Advisor, helping CPA and fee-based firms grow their financial advisory services.
Our CPA firm was founded in 1950 and has since grown into a thriving practice within Nebraska. In 1997 our firm saw the need to take the next step in financial planning to our clients by offering world-class solutions to our communities. Due to the demand from our clients, we saw the need to assist other firms wanting to take similar solutions to their clients - thus Wealth Management was formed t
09/17/2025
🌊🚣♀️ Another year, another adventure on the rapids! Always a memorable way to step away from the office. 💦
07/04/2025
Wishing everyone a Happy 4th of July! Our office will be closed Friday, July 4th.
We hope you have a fun day of celebration! 🎆
01/01/2025
Happy New Year! We will be closed all day today, January 1st, 2025. We hope your 2025 brings you many great memories and blessings.🎉
12/25/2024
Merry Christmas from our Family to Yours! We will be closed all day today, December 25th. Have a safe and blessed holiday filled with joy!🎅
12/03/2024
Shout out to all of our amazing team members that generously donated items for kids at the Faith Regional Child Advocacy Center! 🧸🪀
09/02/2024
Happy Labor Day! 🎉
A big thank you to our incredible team for all the hard work you put in every day. You make everything we do possible!
Please note that our office is closed today.
🎉🍋 Lemonade Stand Success! 🍋🎉
Thanks to everyone who stopped by, supported us, and enjoyed our drinks. A special shoutout to our young entrepreneurs and volunteers for their awesome work!
08/06/2024
🍋 Support Our Young Entrepreneurs! 🍋
Join us at River Point Square (3rd St & Norfolk Ave) from 11:00 AM - 1:30 PM for delicious lemonade served by our ambitious campers! They’re spending the day learning entrepreneurial skills and are raising funds for a Little Free Library.📚 We’d love for you to stop out to support and enjoy a glass of lemonade! ☀
07/19/2024
🌊🚣♂️ Taking teamwork to new waters! 🚣♀️🌊
The Wealth Management team traded desks for paddles and took on the rapids together! 🌊💪
07/15/2024
🍋 Don't miss out on the sweetest summer adventure! 🍋
Parents, this is your final week to sign up your 1st-6th graders for Lemonade Camp! 🎉 It's going to be a day filled with fun, learning, creativity, and lots of lemony goodness! 🍋🎨
📅Camp Date/Time: Tuesday, August 6th | 9 AM – 2 PM
📍 Location: McMill CPAs & Advisors
📅Deadline to Register: Sunday, July 21st
Hurry and secure your spot today! Visit www.mcmill.info/lemonade-camp-2024 to register!
06/11/2024
Excited to welcome Tyler LeClair to the Wealth Management team! 🌟 We are so grateful to have Tyler interning with us and can’t wait to see everything he will accomplish! 👏
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Address
125 South 4th Street
Norfolk, NE
68702
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |