Benefit of Service

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

  The ‘Core List’, a large-cap portfolio managed in house has significantly outperformed the S&P 500

  The ‘Deep Value List’, a small and mid-cap portfolio managed in house has significantly outperformed its benchmark

  Top  talent in the area of ‘Tactical 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 foreign equity, absolute return strategies,  private equity, real assets (real estate, oil & gas, metals and more) to better diversify and enhance our clients returns

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

  Quarterly newsletter entitled ‘Optimum Wealth and Life Strategy’

  Weekly emails

  Quarterly Performance Reports to review your progress

  Regular phone contact to keep you up-to-date and informed

Client Appreciation Events

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