About Us

WealthAbundance Wealth Management, LLC…

An independent money management firm serving individuals and prestigious businesses throughout the great State of Wisconsin.

Derick Schuhart, LUTCF, CRPC, AWMA, is the President of WealthAbundance Wealth Management, LLC.

Derick began his career in the financial services industry with a Fortune 500 company in 1998.  Then, in 2005, Derick created WealthAbundance, an independent wealth management firm.

Derick is known via his books and speaking engagements as “The Wealth Coach” and his clients even call him “Coach”.  Derick frequently conducts investor education classes in Menasha, Appleton and throughout the Fox Valley.  In addition to teaching seminars pertaining to retirement planning, investing, asset allocation, and 401(k) utilization, Derick’s events can be found online and periodically throughout Wisconsin.

Derick holds the professional designation of Life-Underwriting Training Council Fellow, Chartered Retirement Planning Counselor, and Accredited Wealth Management Advisor.  He is also a Registered Investment Advisor, which means that he works for his client and not for a bank, insurance company or brokerage firm.

WealthAbundance specializes in working with retires or those planning for retirement. Today, there are more challenges than ever to maintaining a secure retirement. We will help you make educated decisions to help you make prudent financial decisions that will help you relax, knowing that these decisions will provide clarity, purpose, and peace of mind about investing.

WealthAbundance utilizes Free Market Investing Strategies based on Nobel Prize-winning economic theories. This disciplined approach to life-long investing provides both the individual investor and your investing Coach with the academic foundation upon which to achieve peace of mind regarding your investments.

• Investments – Long-Term, specializing in professional managed diversified portfolios implemented as:
• Retirement (Qualified Investments) – IRAs, Roth IRAs, SIMPLE, SEP, 401(k), and Profit Sharing.
• Regular Non-Qualified (non-retirement) investments, designed for individuals, joint, Trusts, and Educational Savings Programs
• Alternative Investments such as:  Annuities, Stock Strategies, and Option Strategies.

Financial Planning & Analysis

We prefer to try to minimize your risks and to ensure you are on the right track to achieve your goals.  We use professional level, integrated analysis software that allows us to understand your “Accumulation Phase” and “Retirement Phase” of your financial life.

IRA Planning

We will work closely with you to educate you on the important rules and strategies regarding IRA accounts. When it comes to planning for the distribution of assets currently held in IRA accounts, there are a number of potential hazards that can cost you thousands, and we’ll help you navigate these pitfalls and ensure your IRAs remain intact for you and your beneficiaries.

Estate Planning

For our clients, Estate Planning is planning to safely pass their assets to the Church, charity or family members they want their assets to go to upon their demise, while avoiding probate, and avoiding taxation. Associated with highly regarded estate planning attorneys, we are able to help our clients plan to leave the legacy they would want, without worrying about Uncle Sam ending up with most of their estate.

Tax Reduction

By focusing on the taxes that impact today’s retirees and working with our associate CPAs, we are able to help our clients reduce and or eliminate taxes in a number of areas. For example, taxes due on Social Security income, taxes on interest bearing accounts, federal estate taxes, and taxes on IRAs. The IRS is constantly changing the tax laws as we know them. Therefore it is important to work with a team of professionals to help manage those taxes.

Give us a call, we would love to see how we can help you with both your investment and retirement planning.

WealthAbundance Wealth Management, LLC
1981 Midway Road Suite C, Menasha, WI 54952
920-202-3765