FLY HIGH IN RETIREMENT

Our only regret with signing on with Screaming Eagle Wealth Management is that we didn’t do it sooner! Before working with Erik, we managed our own investments through a well-known online broker, which led us to make emotional decisions due to our lack of investment knowledge. This resulted in less-than-ideal returns.

A friend who was a client of Erik’s recommended him, and after our first meeting and several follow-ups, we knew without a doubt that we wanted him managing our portfolio. Erik laid out a personalized, common-sense strategy based on all the details he gathered from us, and his meticulous approach gave us complete confidence.

Since partnering with Erik in 2018, we couldn’t be happier. Working with him and his knowledgeable, friendly staff has been an absolute pleasure. Knowing our financial future is in capable and trustworthy hands has removed an enormous amount of stress from our lives, allowing us to enjoy life to the fullest.

From our face-to-face quarterly meetings to his willingness to assist with other financial matters unrelated to our portfolio, Erik always communicates in a straightforward, personalized way that we can easily understand. Both Erik and his wife Jordan genuinely appreciate their clients and always greet us with warmth and kindness.

As my wife and I approached retirement, we sought a financial advisor who could manage our accounts and ensure our funds lasted through retirement. After interviewing several advisors, we chose Erik Dullenkopf due to his thorough understanding of our needs, detailed analysis, and clear explanations.

Erik has exceeded our expectations by tailoring our portfolio for balanced growth with minimal risk and continually refining it to meet our evolving needs. His expertise in tax planning and ongoing account monitoring has been invaluable.

What we appreciate most about Erik is his honest and straightforward communication. He explains risks and strategies clearly, making us confident in his recommendations. Working with Erik has alleviated our stress, allowing us to enjoy retirement without financial worries.

I highly recommend Screaming Eagle Wealth Management for their integrity, deep knowledge, and exceptional service. Erik’s efforts, including finding tax benefits and quality investments, have gone above and beyond what we expected.

Working with Erik and his team has been an exceptional experience. From the start, they treated us like family, making communication easy and comfortable. They have consistently exceeded our expectations, not only by managing our money but also by offering help with things beyond financial matters.

I feel incredibly confident knowing that my investments are in capable hands, which brings a sense of security to my life. One of the many reasons I would recommend Erik and his firm to anyone is the personalized approach—they genuinely care about their clients. Whether it’s providing a referral to a living trust expert or offering support to my children, they’ve always gone above and beyond.

I initially decided to work with Erik based on a recommendation from a former coworker, and after meeting him, I knew I made the right choice.

I’ve been a client of Screaming Eagle Wealth Management for nearly ten years, and Erik Dullenkopf and his team have consistently exceeded my expectations in helping me prepare for and realize my retirement goals.

What started as a company-sponsored investment meeting in 2012 became one of the most important decisions I’ve made for myself and my two sons. As a single mother, I needed to be sure my investments would support us then, now, and in the future—and they have.

Erik meets with me quarterly, always thoroughly prepared, reviewing my portfolio, projecting future outcomes, identifying tax opportunities, and flagging potential roadblocks. His attention to detail is second to none.

I’ve referred several friends and colleagues who are now happy clients themselves. We all appreciate the timely, accurate, and well-sourced communication that helps us feel more confident in our savings—even when markets are uncertain.

Most of all, Erik and his team make you feel like family. From annual dinners to birthday cards and thoughtful gifts, they show year-round appreciation that means so much. The gratitude I have for this team is beyond measure.

I’ve really enjoyed the hands-on approach and how aligned Erik and the team have been with my savings goals. The regular monthly and quarterly meetings have made a big difference. I’ve been working with Erik for a long time, and over the years, the progress we’ve made together speaks volumes.

Because of our partnership, I have a lot of confidence in meeting future financial obligations like funding my kids’ college, creating a nest egg for them, and staying on track to retire on my timeline. The level of service and support has truly exceeded my expectations. I feel like my goals are fully understood, and the approach we’ve taken gives me a high level of confidence that I’ll be able to enjoy retirement to the fullest.

From the start, Erik showed the right combination of confidence and relatability that made me feel comfortable taking the leap. He and his team have always been willing to go above and beyond—even making off-cycle transfers happen when I’ve needed them. I genuinely don’t think we’d be where we are today without the personalized support I’ve received. That’s why I wouldn’t hesitate to recommend them to friends and family.

We cannot say enough great things about our experiences at Screaming Eagle. Erik is conscientious, knowledgeable, and thorough. Anytime we have questions, he is more than happy to answer and ensure we fully understand the answer to make the best choice for our situation.

Chelsea and Jordan are wonderful assets as well and ensure that we are well informed and help to keep us on track. Anytime someone asks me about our experience with SEWM, we highly recommend them. I know we personally have referred a number of people to them knowing full well that they will be satisfied with the services Erik and his team provide.

Working with Erik and the team at Screaming Eagle has been a truly enjoyable experience for Shari and myself. We appreciate the relaxed atmosphere and the meticulous attention to detail, along with their sincere willingness to help with important life decisions.

Screaming Eagle exceeded our expectations by providing not just financial planning, but comprehensive support that included Social Security, Medicare, and estate planning. Their development of a long-term strategy for us, combined with quarterly meetings to discuss our needs and concerns, has positively impacted our lives. As a retired couple eager to enjoy this phase, it gives us peace of mind knowing that the team is watching the financial details, allowing us to focus on the future without worry.

We decided to work with Screaming Eagle after interviewing several firms, influenced by positive recommendations from friends, competitive fees, and their commitment to personalized care. They truly are more than just financial advisors. A standout moment for us was when they prepared the paperwork to petition the Social Security Administration to adjust our Medicare premiums following our retirement—a clear example of how they go above and beyond.

We wholeheartedly recommend Erik and the team at Screaming Eagle to our friends and family for their exceptional service and support.

Erik Dullenkopf and Screaming Eagle Wealth Management has been my family’s financial advisors/counselors since 2015. Georgia and I have enjoyed many aspects of dealing with Erik, Jordan, and his team. We faithfully have allowed Erik to guide us now through many aspects of our lives financially—from planning and providing for our son’s collegiate education, to now planning and saving for our retirement years, which we are now entering.

Erik and team really are like family to us and treat us as such. They have far exceeded any preconceived notions we may have had from traditional financial institutions. Erik and team have provided a road map with options based on our priorities and goals. His team is hands-on; we conference monthly to make sure we are following our road map. And as is common in life, when changes happen, Erik has prepared us for anything we have encountered, while at the same time giving us confidence that our retirement years will be lived comfortably according to goals we set over a decade ago.

I have recommended Erik to friends and family and no one has been disappointed.