About Dane & Wandering Wealth Advisor

Welcome! I’m Dane Czaplicki, CFA—an entrepreneur, advisor, adventurer, and lifelong learner.

After two decades in financial services, from investment analysis to portfolio management, I realized that wealth isn’t just about spreadsheets and strategy—it’s about freedom, experiences, and relationships. That realization led me to build Members’ Wealth, a firm that helps people elevate their financial future so they can focus on what truly matters.

But I also needed a place for my own reflections. Wandering Wealth Advisor is where I explore the intersection of adventure, leadership, and financial wisdom. Whether I’m hiking mountains, traveling with my family, or guiding clients through major life transitions, I believe that personal growth and financial success go hand in hand.

Here, you’ll find:

• Stories of adventure and the lessons they teach about risk, resilience, and freedom.

• Insights on leadership, accountability, and decision-making.

• Wealth Done R.I.T.E.—a framework for thinking about Risk, Investments, Taxes, and Estate planning.

• Book reflections, quotes, and musings that inspire deeper thinking about wealth and life.

This isn’t just a blog about finance—it’s about building a meaningful life.

Follow along, subscribe, and let’s explore together.