People.

As we wrap up 2025, we’re giving our communications and social posts a year-end breather so the team can return fully charged for 2026.

It was a strong year. Markets created wealth for long-term investors. The firm grew. We enter the new year with a rock-star team, a strong balance sheet, and a diversified, values-aligned client base.

There were ups and downs. Markets moved. Life happened. Straight lines are boring and teach us little. Variability builds perspective.

Some of us sent kids off to college. Some supported aging parents. Some remembered the loss of loved ones (miss you, Dad). Through it all, we’re reminded how fortunate we are to be alive, to have great families, to live great lives and to do work that brings financial clarity so others can also live great lives.

We are grateful.

None of this happens without the trust of our clients, the commitment of our team, and the relationships that allow us to do this work the right way.

Purpose
We believe financial clarity changes everything.

Vision
To build the most trusted wealth management firm in the county and the country.
5-Year Target: Deliver financial clarity to 250 high net worth, value aligned families.

Values
Honesty & Integrity • Service Excellence • Better Every Day

Creed
People Before Profit. Profit for Endurance.

Mission
Financial Clarity Delivered through Wealth Done R.I.T.E.™ (Risk, Investments, Tax, Estate.)

Mantra
Meet People. Help People. Change Lives.

In 2026, we will continue to earn trust the same way we always have: one relationship at a time.

2026 Word: People

Always.

Investment strategies, including rebalancing, do not guarantee improved performance and involve risk, including potential loss of principal. Past performance does not guarantee future results.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. 
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

About the Author

Dane Czaplicki, CFA®

Dane Czaplicki is CEO of Members’ Wealth, a boutique wealth management firm that offers a comprehensive approach to serving individuals, families, business owners, and institutions. The firm’s goal is to preserve and grow its clients’ wealth to endure over time, while thoughtfully evolving its strategy to suit an ever-changing world. With over 20 years of wealth management experience, Dane and the Members' Wealth team thrive on bringing clarity and confidence to clients' unique situations. He believes everyone needs sound financial advice from someone whose interests are aligned with theirs, and is determined to put service before all else.

Dane received his MBA from The Wharton School of Business at the University of Pennsylvania and his bachelor’s degree from Bloomsburg University. Outside work, he enjoys spending time with his wife and kids, hiking and camping, reading, running, and playing with his dog. To learn more about Dane, connect with him on LinkedIn.

To get in touch with the Members’ Wealth team today, I invite you to email info@memberswealthllc.com or call (267) 367-5453. 

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Investment advisory services are offered through Members’ Wealth, LLC., a Registered Investment Advisory Firm.

Registration with the SEC does not imply a certain level of skill or training. We are an independent advisory firm helping individuals achieve their financial needs and goals

Members’ Wealth does not provide legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.

This commentary reflects the personal opinions, viewpoints and analyses of the Members’ Wealth, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Members’ Wealth, LLC or performance returns of any Members’ Wealth, LLC client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Members’ Wealth, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results

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