Gratitude, Growth, and What’s Next

As 2024 winds down, this will be my last post for the year. We pause—not just from posting, but to reflect, recharge, and appreciate the journey we’ve been on with our clients, team, and supporters. We will be back strong in January with some notable improvements.

At Members' Wealth, this year was about growth and clarity:

Wins We’re Celebrating:

• Growth in assets under management, clients, and our team.
• Greater consistency in communication—showing up for you more clearly and intentionally.
• Signed a lease for a permanent office space that truly reflects who we are and who we serve. We cannot wait to have everyone in the new office in 2025.
• Expanded our network and social media presence to connect with like-minded individuals.
• Kicked off internal leadership meetings that challenged us to be better every day.
• Narrowed our focus to serve those who are ready to offload financial complexity and step into personal growth, in business, life, and/or retirement.
• Set our 5-Year Vision, 1-Year Goals, and 12-Week Priorities—because we believe clarity drives action.

We also committed to going deeper. This year, books like Traction, Atomic Habits, The One Thing, Mastery, 10x Is Easier Than 2x, and John Maxwell's leadership lessons shaped us. Instead of reading once and moving on, we studied their messages, applied them, and repeated the process. Learning. Doing. Growing.

We also faced challenges—wins often come with losses, and growth means failing fast, adjusting, and moving forward.

A Preview of 2025
In the new year, we’re excited to expand our regular insights with the written help from our growing team:

• Marie Feindt, JD – A trusted legal expert whose practical wisdom clarifies estate planning and wealth preservation will write twice a month on estate topics that are most relevant to our clients.
• Stu Caplan, Senior Wealth Strategist – A leader in financial strategy, helping clients navigate investments, cash flow, tax efficiency, and risk management will contribute twice a month on a variety of topics that will complement Marie's and my posts.

Together, we’ll share more stories and lessons—real-life examples of estate planning, financial strategies, and the practical guidance our clients need to preserve, grow, and enjoy their wealth.

The Investment team has also been working hard on performing due diligence on a number of new ideas that we will introduce to clients during the first quarter that we expect to improve your portfolio outcomes.

All in a great year. From new clients, referrals from existing clients, and the market's good graces, we have been able to double our size in one year. Not sure that can happen every year, though it won’t stop us from trying. However, rest assured that we seek not to grow for growth's sake, but rather to create an incredibly strong firm, where Service Excellence always comes first.

Why We Pause at Year-End
We believe in leading by example. Taking time to reflect and recharge ensures we show up for you with the energy, focus, and clarity you deserve.

A Note of Gratitude
To our clients, team, families, and community: Thank you. Whether you’ve been with us for years or just connected, we’re grateful for your trust and partnership.

We’re not just building wealth—we’re building relationships and bringing clarity to your financial life so you can focus on what matters most.

Here’s to a meaningful 2025—we’re just getting started.

Better Every Day.
Dane Czaplicki, CEO
Members' Wealth

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. 

You can learn more about how we serve our clients by tapping the button below.

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

Copyright © 2023 Members' Wealth LLC