Ensemble Wealth Management Firm Opens Office in Lincoln, Illinois
LINCOLN, IL – Apr 4, 2016 – Bridget Schneider, a local CERTIFIED FINANCIAL PLANNER™ professional, and Joseph Globensky, RFC®, a Wealth Advisor with Midwest roots, have partnered to open a Level Four® Wealth Management office at Lincoln Professional Park.
According to Schneider, “As an ensemble wealth management firm, our focus isn’t selling investments, but rather looking at the entire financial picture of our clients and offering recommendations that are well-suited for their unique circumstances. Whether you choose to use our financial planning services, investment management services, or both, our mission is to help clients make more informed decisions to better their financial lives.”
“After working closely with each other for the past eleven years, Bridget and I realized we have similar ideals when working with clients,” said Globensky, who will be splitting time between the office in Lincoln, Illinois, and the firm’s satellite office in Frisco, Texas.
About Level Four Wealth Management
Based in Plano, Texas, Level Four Wealth Management is a comprehensive wealth management firm utilizing an ensemble practice methodology to provide its clients with the highest level of service. Its SEC-registered investment adviser (RIA), Level Four Advisory Services, LLC, is an independent, full-service investment management firm providing a broad array of financial services, including retirement planning, tax management, estate planning, risk management, education funding, investment management, employee and executive benefits.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment adviser. Level Four Advisory Services, LLC and Level Four Wealth Management are separate entities from LPL Financial.