At Lorkovic Wealth Management, we believe that there is no such thing as a typical client. This means that we structure our services, solutions and processes around your unique needs, putting you front and center of everything we do. There is nothing standardized about our work. It is totally client-centric.

Our investment and wealth building services include detailed account statements, portfolio review statements, transaction updates, and tax reports

  • Investment Management
  • Insurance Solutions
  • Financial Planning
  • Retirement Planning
  • Will & Estate Planning
  • Tax Minimization
  • Investment Policy Statement
  • Farming Transition Strategies
  • Business In Transition

We support everything we do for you with the highest level of attentive, personalized service. One of the greatest compliments we ever received was: 'you guys literally do everything for us.'   - and that is as it should be 

"Knowing that your best interests are always taken into consideration offers a certain peace of mind. Knowing that the guidance and advice provided by a team like this one can turn your financial situation around, offers a whole new level of calm. Their expertise, pro-active approach and client dedication should be the industry bench mark."   - Bruce & Mary Jane, clients since 2002