Dave Disch, MBA, Wealth Advisor, STL Wealth

Greenville, Illinois

Call (618) 664-9920 Visit website →

About

STL Wealth, led by Dave Disch MBA, provides personalized financial planning and investment advisory services to clients in Greenville, Illinois. The firm guides clients through a structured four-step process beginning with data collection and goal definition, moving into customized strategy development, implementation of recommendations, and ongoing monitoring with annual or bi-annual reviews. Services include investment analysis, financial planning guidance, and insurance consultation, with an emphasis on understanding each client's risk tolerance and long-term objectives. The firm uses secure encrypted communication for sensitive client information and works with third-party transfer agents to manage account transitions.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: Closed, Saturday: Closed
SEC registered
No
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