Who We Are

Individuals, Families, Small Businesses

Who We Serve

Whether you are:

Midwest Invest has the financial strategies to afford the best possibility of success. Through the years of learning the ins-and-outs of your life, family or business, we develop a strong partnership, one that helps you grow financially. And our wealth building approach means that when the time comes, you leave the lasting legacy you desire.

Someone who is looking to put that career behind them and move on to other activities

A younger up-and-comer who is establishing your career

A small business owner with more complicated investment strategies and tax considerations

Trusted Fiduciaries

Trusted Fiduciaries

Your investment needs are our priority. Our clients know that we will always put their interests first. That’s because we live and work by what’s called the Fiduciary Standard – ensuring every decision puts our clients’ interests ahead of our own. We align our values with yours, especially when it comes to investment choices and fees.

Risk Mitigators

Risk Mitigators

We are creative income generators who offer portfolio protection. In this low interest rate environment, our extensive knowledge of options gives our clients opportunities to generate extra income utilizing ‘covered call’ and ‘covered put’ strategies. When markets are uncertain or get volatile, our investors take comfort in knowing we understand how to use risk management techniques like option collars.