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Our Goal

Working Toward Your Objectives

You spend your life working to accumulate, grow and retain your assets. However, an unpredictable market and an ever-changing tax policy structure create an intricate web of variables that can pose significant challenges as you attempt to maintain and increase your wealth.

Gremler Wealth Management can help you preserve your assets from the challenges these variables create. With our team on your side, your retirement plan will evolve from a general strategy to a fully integrated and actionable plan. Your plan will incorporate individual circumstances and contingency plans as we can pool knowledge from our diverse skills in financial planning, investment management, accounting, insurance, tax law, and estate planning. The combined efforts of our dedicated team members will provide you with a cohesive plan that is customized to work for your specific needs. We can help you preserve, manage, transfer, and increase your assets.

Charting a Course for Potential Success

Gremler Wealth Management presents clients with numerous financial management services. The purpose is to coordinate investment, financial, tax, and estate planning. We carefully analyze many facets of these disciplines including the following: 

  • Investment Policy Statement
  • Asset Allocation*
  • Customized Financial Plan
  • Tax Returns
  • Wills
  • Trusts
  • Insurance Documents
  • Advanced Medical Directives
  • Durable Powers of Attorney
  • Other Estate Planning Documents

All of these components of your investment portfolio are analyzed to ensure that no detail of your financial plan is overlooked.

Our first step when planning your financial future is to examine your individual situation and to map out a course that we hope will lead you to your financial goals. After this step is completed, we review your plan periodically and make adjustments as demanded by your life's constant big and small changes. As a member of the Gremler Wealth Management family, we will conduct one-on-one meetings with you as requested or as your financial situation requires.

We look forward to working with your accountants and attorneys; we want to ensure all possible opportunities are made available to you and that all parts of your financial plan are carefully examined.

It is only when you feel financially confident that our company is fulfilling its mission.

*Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

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