Wealth Management Clients Retirement Plans Health and Welfare
Library Resources About Us Contact Us

About Us

 

Who We Are

Values

Client Service

Solving Problems to make a lasting significant impact on behalf of our most important partner: our clients.

Who we are

Wealth Benefit Advisors takes a multi-faceted approach to meeting our clients’ personal and corporate objectives.

Our areas of expertise extend beyond traditional thresholds and incorporate sophisticated planning techniques. We help our clients visualize and implement comprehensive strategies in many areas:

  • Advanced Financial Planning
  • Comprehensive Investment & Estate Planning
  • Trust Investment Services
  • Pledged Asset Lending Services

 

  • Fully Integrated HR Services
  • Health & Welfare Plans
  • Defined Contribution & Defined Benefit Planning
  • Business Continuity & Deferred Compensation

Since all roads eventually lead to an asset allocation decision in our clients’ lives, our investment approach provides reliable exposure to asset classes worldwide. Our portfolios are radically different from the publicly available forms of passive management.

Our clients include individuals, pensions and corporations.

Firm Partners

Leadership is about exceeding our own expectations and above all, exceeding our clients expectations. We pursue this objective by helping our clients with their toughest challenges, while being fiercely independent entrepreneurs. Recognizing that every client is always unique.

Joseph L. Schildhauer, CLU, ChFC, REBC Email »
Frank Idrees,  Email »

“Working in the ever changing benefits arena for the past decade, I have had the pleasure to work with truly exceptional clients and HR managers. To provide the highest level of service, we strive to become a true extension of our clients’ back office operations.” Karen Patek – Director - Health & Welfare Email »

“We have a personal relationship with our clients. Our focus is to help answer their questions and facilitate our team’s efforts to solve their most pressing challenges and ultimately, to help them reach their goals.” Karen Humphreys – Director of Operations Email »