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We Are a Boutique Wealth Management Firm

Weinheimer Wealth Management focuses on helping business leaders and families navigate wealth in transition issues.
Our difference is captured in our Wealth in Transition™ Planning Process.

The Wealth in Transition™ Planning Process

The Wealth in Transition™ Planning Process

Discovery:

At Weinheimer Wealth Management, we start with an in-depth assessment of your current situation to gain a complete picture of your life and wealth acquisition journey and your business, family and legacy goals and objectives. It’s our experience that wealth in transition issues are both financial and emotional. We seek to understand your personal philosophy around your wealth as well as your thoughts on transitioning and ultimately transferring that wealth.

Analysis and Presentation:

This phase of our process involves further conversations with you, your family members and other trusted advisors as well as collecting financial, investment, insurance, business and estate planning documents. Our intent is to create a comprehensive snapshot of your current business and family financial situation supported by in-depth financial documentation of that picture. The end of this phase is marked by the presentation of your detailed financial and risk management plan.

Implementation:

Plan implementation will utilize our internal experience, talent, and education in consultation with outside experts in business valuation and exit planning, estate planning, taxation and philanthropy where necessary. A key feature of this plan is our style of asset management. We utilize different asset management strategies based on your needs and design a retirement accumulation/distribution plan that will help guide you through your wealth transition.

Monitor and Review Plan:

Following implementation, Weinheimer Wealth Management proactively seeks to upgrade your investment and financial plan through continuous monitoring and review. We are not satisfied with staying in place; our goal is to ensure that your plan is regularly adjusted to meet changing circumstances. We regard your plans as living documents open to modification based on any changes in your circumstances internally and in the outside political, economic and market environment.

Everything In One Place

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