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Your trust. Our expertise.


Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality.

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Serving Our Clients

Individuals & Families

Individuals & Families

We serve individual and families with complex needs who want to build a legacy for future generations.

Business Owners

Business Owners

Our knowledge of tax planning strategies benefit business owners and c-suite executives looking to strategically plan their retirement income.

Holistic Approach

Holistic Approach

Whether you've been a beneficiary of an estate or are planning a legacy of your own, working with a CERTIFIED FINANCIAL PLANNER® professional ensures you are taking a holistic look at your finances. 

Welcome to the family!

Welcome to the family!

The Nowack Pogodzinski Group is a diverse team with aligned goals of helping our clients, genuine passion for the work we do and an authentic approach to how we do it. 

The team was recognized by FORBES | SHOOK Research as a Best-In-State Wealth Management Team in 2026 and 2025. Mike Nowack was also named a FORBES | SHOOK Research Best-In-State Wealth Advisor in 2025.*

*FORBES | SHOOK Research Best-In-State Wealth Management Teams, publication as of January 7, 2026 and January 9, 2025. Ranking as of March 31 of the prior year. 2025 FORBES | SHOOK Research Best-in-State Wealth Advisor Published 04/08/25. Rankings based on data as of 6/30/24.

Managing Family Dynamics in Business Succession

Managing Family Dynamics in Business Succession

Preserve both your business and your family bonds with a thoughtful succession strategy.

Meet the Team

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.

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