Are you ready to retire?
You know the dreams you have for living out your life. We can help gather your financial information and establish a plan that can help pursue your desired quality of life.>Retirement Planning
Envisioning your future
Our meaningful relationships with clients and holistic planning is all driven by the Envision® process. Once we have a thorough grasp of who you are, we’re passionate about following this process to help you achieve your goals for the future.>Learn More
Working with Us
No matter where you are in your financial life, we want to learn more about you and your goals. Reach out today to set up a meeting with our team.> Contact Us
About us
My name is Larry B. Loethen, and I’m a Principal at Stockton Wealth Management. I’m committed to working with you to help you live a better life. I invite you to take some time to learn more about Stockton Wealth Management and how we can help you and your family address your various investing and financial needs.
About us
My name is Joseph D. Leake, and I’m a Principal at Stockton Wealth Management. I proudly provide complete wealth management consultation serving families and businesses. With your permission I will work together with your attorney and tax advisor, leveraging experience in an effort to deliver a comprehensive strategy that best serves the client. I am truly proud of the relationships I build with my clients.
Plainfield, IL Office
15028 S. Des Plaines Street
Plainfield, IL 60544
Local Phone: 815.439.0000
Fax: 815.439.0001
Burlington, IA Office
3535 Agency Street, Suite 100
Burlington, IA 52601
Local Phone: 319.237.9012
Toll-Free Phone: 833.838.2090