Financial Services & Products
Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Welcome to Middleton Wealth Management
I’m Kari Middleton, Financial Consultant and Professional Plan Consultant (PPC) with LPL Financial and Medical Wealth Management. I am very experienced in working with businesses, non-profit organizations, and affluent individuals to help them pursue their financial goals.
Our Vision: We are committed to serving and educating our clients. They share the purpose for their money and we help them build a foundation for their financial wealth.
Our Mission: is to be the premier financial services company in our area, serving women and the people they value and love.
''Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.''
Local Rep: Margaret Santiago
Our mission is to help families earn more income, become properly protected, debt free, and financially independent.
In 1977, we were founded on a simple idea: Just do what's right. That concept remains at the heart of everything we do for Main Street families every day.