About Dane – From Burdened Midlife Millionaire to Wandering Wealth Advisor
Welcome! I’m Dane Czaplicki, CFA—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 strategies. It’s about freedom, identity, purpose, 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 personal reflections—and to explore the quiet burdens that often accompany success.
The Quiet Burden of Midlife Millionaires is a body of stories, reflections, and insights for those who’ve achieved financial success yet carry the weight of wondering what comes next. If that resonates, you’re not alone—and you’re in the right place. This work lives alongside my broader reflections as the Wandering Wealth Advisor.
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 personal growth and financial clarity go hand in hand.
Here, you’ll discover:
Stories of adventure and the lessons they teach about risk, resilience, and freedom
Insights on leadership, decision-making, and living with intention
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 life and money
And now, deeper explorations from the quietly burdened midlife millionaire’s journey: identity, transition, reinvention, and purpose
This isn’t just a blog about finance—it’s about building a meaningful life.
Follow along, subscribe, and let’s explore together.
