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:
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:
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
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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