Eric Weschke

President CEO at Weschke Wealth Management Inc in Setauket, New York

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Eric Weschke has an extensive background in institutional investment theory and comprehensive financial planning focusing on tax-efficient retirement income solutions, asset protection, and risk management.

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.

Eric Weschke is the second generation in the industry as his mother was one of the first women to work on the floor of the exchange in the late ’60s.

Helping people attain a secure future and having confidence in their financial plan are the main reasons he became a financial advisor.

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.

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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.