Dan Wachs

Bio:

Dan Wachs

Daniel was born and raised in Milwaukee, WI. He graduated from the University of Wisconsin, Milwaukee with a degree in Business, Marketing.

Daniel is the founder of Perpetual Wealth Management, LLC and Your Life Dash, LLC with offices located in downtown Chicago and Merrillville, Indiana. The firm focuses on comprehensive financial, estate, investment and retirement planning. Dan is a licensed architect for a national group of highly trained professionals called The Empowered Wealth System. These planners focus on holistic estate planning strategies and family leadership to preserve wealth to multiple generations.

Dan is also the licensed advisor in Chicago and NW Indiana for The Donor Motivation Program, which enhances a sustained planned giving program for charities and non-profit organizations. The system teaches the charities’ donor base, various strategies to enhance planned giving through philanthropic estate and retirement planning.

Daniel’s extensive service career includes tenures with Northwestern Mutual Life, and over fifteen years as an independent producer representing several other high quality insurance carriers currently through Best Practices of America and Tarkenton Financial Group, LLC. Daniel holds the CFP® designation, ChFC® designation and the CLU® designation. He also holds his Series 3, 7, 63, 65, Life, Accident and Health Licenses, Investment Co. / Variable Contract License, and is licensed to offer securities as a Registered Broker with Uhlmann Price Securities, LLC. Dan is also responsible for creating Atrium Insurance Brokerage Services, LLC the insurance division of the Price Holdings, Inc. ESOP located in the Chicago Board of Trade.

Daniel resides in Valparaiso, Indiana with his wife, Anna Marie, and their three children, Isabelle, Alexandra, and Andrew. He enjoys reading, traveling and spending time with his family. He has also served as Chairman of the Board of Tall Oaks Christian School and currently serves as a leader in the adult family men’s ministries at his church.

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