Benefit of Services

Wislar Wealth Management, LLC (WWM) is a true full services wealth management firm offering expertise in the following areas:

Financial Planning

 Using state-of-the-art interactive financial planning software, we help guide our clients to a secure future
 We identify and target your ‘work is optional’ date, as well as other important goals
 We develop a strategy to emphasize a stress free financial future
 We identify the most tax efficient means of financing your goals
 Utilizing your plan to better your future, i.e. adjusting your risk profile as milestones are met, we encourage our clients to live their lives to their fullest today

Life Coaching

 We have extensive training in the area of ‘Life Coaching’ to help identify what your optimum life looks like
 Once your optimum life has been identified, we help define your path to achieve it
 We periodically review your goals and make adjustments as necessary to make sure you are making the most of the life you have

Investment Management 

 Core to WWM is our expertise in investment management
 Top talent in the area of ‘Asset Allocation’ to ensure significant diversification while enjoying top returns
 Our expertise goes beyond the ‘Big Three Asset Classes’ of stocks, bonds and cash to include a total of ten components to drive up our client’s returns while driving down their risk and volatility

Referral Network to other Top Professionals

 We believe no one group can be top experts in all areas, therefore we have established deep relationships with top professionals in the areas of;
 Estate and Legacy Planning
 All areas of Insurance
 Investment Banking
 Trust Services
 Tax work 

Education

 We strongly believe in client education
 Weekly emails
 Quarterly Performance Reports to review your progress
 Regular phone contact to keep you up-to-date and informed
 Periodic workshops to ensure our client’s understand how to be better investors

Client Appreciation Events

 We view our clients as our friends and enjoy several events per year to make sure we are all enjoying the life