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Blake W

Series 65

Chicago, IL

Ritholtz Wealth Management

Blake Wohlwend is a financial advisor at Ritholtz Wealth Management in Chicago, holding a Series 65 credential. He has been in the industry since 2023, with prior experience at Ameriprise and Northwestern Mutual. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical strategies and alternative investments.

Tax-loss harvesting Passive / index investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Technology Professional HENRY (High Earners, Not Rich Yet)
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Andrea D

Series 65

Chicago, IL

Ritholtz Wealth Management

Andrea Diltz is a financial advisor at Ritholtz Wealth Management with Series 65 credentials and two years of industry experience. Prior to joining Ritholtz in 2024, she worked for CG Financial Services and spent five years in secondary education. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment approach that emphasizes asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical overlays and alternative investments.

Tax-loss harvesting Passive / index investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Technology Professional HENRY (High Earners, Not Rich Yet)
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Adam G

Series 65, Series 63

Chicago, IL

Ritholtz Wealth Management

Adam Gock is a financial advisor at Ritholtz Wealth Management in Chicago, IL, with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Tradestation Securities, Inc. and Annex Wealth Management. Ritholtz Wealth Management serves both individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach that integrates diversified, low-cost ETFs with tactical overlays and alternative investments, supported by digital platforms for model portfolio implementation and risk management.

Tax-loss harvesting Passive / index investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Technology Professional HENRY (High Earners, Not Rich Yet)
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