Eric Weschke – Setauket- East Setauket, NY 11733

Eric Weschke overlooked and executed orders for the Institutional Pension Fund IGHL and he formerly worked as the SR Executive VP Lending Officer and North East Regional Planner for First National Bank of Arizona.

Weschke Wealth Management is commended for providing sophisticated strategies to their clients for their financial needs. Eric Weschke holds a Series 7 and 66 license as well as NYS Life/Health and Disability Insurance licenses.

Eric Weschke is the founder and CEO of Weschke Wealth Management, INC. and he has the experience of over 20 years in the financial services industry.

Eric Weschke has served as the Chief Technical Analyst for the Swing-Trader Market News Letter and he was part of a Senior Executive Syndicate Underwriting team for a 20 million dollar Initial Public Bond Offering.

Eric Weschke’s background includes a Bachelor of Science Double Major in Finance and Management Information Systems with Honors from University at Albany.

Being the founder of Weschke Wealth Management, Inc., Eric Weschke is aware of the complex nature of strategic planning and the deep commitment needed to entrench a long-lasting positive relationship with his clients.

Eric Weschke has helped countless individuals, families, and businesses address their financial needs and goals through his radio show, various publications and through the hundreds of free educational seminars and workshops Eric Weschke has hosted over the years.

Weschke Wealth Management not only grows the assets of its clients, but it also protects it. From managing taxes and planning for the future, Weschke Wealth Management helps its clients to achieve all of their objectives.

Securities offered by Kalos Capital, Inc. Member FINRA/SIPC and Investment Advisory Services offered by Kalos Management, Inc. both located at 11525 Park Woods Circle Alpharetta, GA 30005. Weschke Wealth Management, Inc. is not a subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.  Alternative Investment Funds represent speculative investments and involve a high degree of risk. An investor could lose all or a substantial portion of his/her investment. Investors must have the financial ability, sophistication/experience and willingness to bear the risks of an investment in an Alternative Investment Fund. Any investment in Alternative Investment Funds should be discretionary capital set aside strictly for speculative purposes.
This material is provided courtesy of agent/agency and contains general information to help you understand basic financial planning strategies. It refers to legal and tax considerations but is not meant to provide advice in this regard. Legal and Tax advice should come from an attorney or tax advisor such as an accountant.

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