Midwest Wealth Solutions LLC

Midwest Wealth Solutions provides portfolio management and financial planning to individuals (including high‑net‑worth clients) and business entities. The firm develops individualized investment policy statements that account for clients’ income, tax considerations, time horizon and risk tolerance and implements portfolios using mutual funds, ETFs, equities, REITs and occasional third‑party managers.

The adviser employs a blend of methods—modern portfolio theory, fundamental, quantitative, charting and technical analysis—and uses both long‑ and short‑term trading as appropriate, while also offering model allocations through a technology‑driven provider. Accounts are overseen on a periodic basis with custodial and execution services arranged through institutional platforms that provide research and operational support.

What is distinctive is the firm’s material affiliation with accounting practices: the principal is a licensed CPA who operates affiliated accounting firms and may offer accounting or tax services to advisory clients, a relationship the brochure discloses as a potential conflict and does not require clients to use. The firm also discloses a policy of executing client trades individually rather than aggregating them and participates in an institutional custodian program that supplies additional institutional resources.