• More than 30 years of financial experience
  • But still independent and impartial
  • Hedeker Wealth, LLC


Hedeker Wealth, LLC, is an independent firm dedicated to helping families protect, preserve and grow their wealth in a tax efficient manner.
Hedeker Wealth isn’t tied to any major financial institution, thus our investment decisions are totally independent and are aligned to solely support what is best for our clients.
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Hedeker Wealth Appoints Michael A. McClain, CFA As Firm’s First Portfolio Manager
April 19, 2016

Hedeker Wealth is pleased to introduce Michael A. McClain, CFA, as the firm’s new Portfolio Manager. McClain has a respected career in asset management, bringing nearly 10 years of experience in global asset management, and trading experience in bonds, equities, currencies, options and futures...

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How Inflation Affects Your Investments -
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Article | 04/22/15

Dean Hedeker, on a Way Around New IRA Rollover Restriction -
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Article | 11/03/14

Harvesting Capital Gains and Losses -
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Article | 07/25/14

A Creative Way to Pay a Tax Liability -
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Roth IRAs take advantage of bargain tax bracket - Business Ledger
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Disclosures:

Hedeker Wealth LLC (“Company”) is an SEC registered investment adviser located in Lincolnshire, Illinois. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Company, please contact the SEC or the state securities regulators for those states in which Company maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’s business operations, services, and fees is available from Company upon written request. Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Company web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s).

Certain portions of Company’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Company’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’s web site, to release and hold harmless Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Company.


Hedeker Wealth, LLC One Overlook Point, Suite # 610, Lincolnshire, IL 60069 Tel. (847)913-5594 Fax. (847)913-6793
email: info@hedekerwealth.com
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Hedeker Wealth Management, Investment Advisory Service, Lincolnshire, IL

Hedeker Strategic Appreciation Fund

Ticker Symbol:

SAFFX

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