Introducing the Wandering Wealth Advisor: A Journey Beyond Numbers
Welcome to Wandering Wealth Advisor, a blog dedicated to exploring the intersections of adventure, relationships, leadership, and meaningful wealth. Here, we journey beyond spreadsheets and account balances to uncover the lessons that travel, reflection, and intentional living can teach us about growth and prosperity.
I’m Dane Czaplicki, CFA, the founder of Members’ Wealth, but more importantly, someone who believes that wealth is more than what’s in your bank account. It’s about the experiences that expand our horizons, the relationships we nurture, and the legacy we build. These beliefs have been shaped by my core values: Growth, Relationships, Ownership, and Wanderlust (GROW).
Why Wanderlust? Wanderlust is more than a love of travel—it’s a way of approaching life with curiosity, courage, and a readiness to embrace the unknown. Whether I’m hiking with friends and family, skiing with adventure seekers, or helping others achieve their financial dreams, wanderlust drives me to step outside my comfort zone and find new perspectives.
This blog is my way of inviting you to join me on that journey. Through 1-2 posts a month, I’ll share:
Stories from the trail: Reflections on my adventures, from Utah’s snow-capped peaks to Hawaii’s serene beaches, right here back home on my favorite local trails.
Leadership and accountability insights: Lessons I’ve learned as a CEO, parent, and lifelong student of personal growth.
Wealth done R.I.T.E.: Musings on Risk, Investments, Tax, and Estate planning through the lens of real-life experiences.
Book reflections and quotes: Inspiration from non-investment books like Comfort Crisis and Life Lived Wild, poetry from Jack Frost, and timeless wisdom from Thoreau.
Anecdotes and musings: Powerful moments and personal stories that connect life’s dots in unexpected ways.
What You Can Expect This isn’t just a blog about me. It’s about us—about finding common ground in our shared humanity. You’ll find posts that inspire, challenge, and encourage you to think differently about your own journey, whether you’re building wealth, seeking adventure, or simply looking for your next great read.
Starting the Journey Some of the first stops on this journey will be:
January: An adventurous winter trip with my wife, Katie, culminating in the GoBundance Winter Mastermind.
March: Hiking with my daughter Samantha in Interlochen, where every step reinforces the value of family and growth. Hiking with long-time friend Herb in Joshua Tree
April: A family trip to Hawaii, blending paradise with reflections on balance and presence.
Throughout these adventures, I’ll share lessons learned, breathtaking views, and reminders of why it’s essential to embrace both the known and the unknown.
Come Join the Adventure I invite you to follow along, share your thoughts, and reflect on how these stories resonate with your own life. Subscribe to updates and join me in redefining what it means to build wealth with purpose.
Let’s explore together—both the world and the wealth that truly matters. You might just learn something and have some fun along the way!
Here’s to wandering well,
Dane Czaplicki, CFA
