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Our Philosophy

Our mission at Abmeyer Wealth is to ensure that your use of capital, be that in the forms of time, money, energy and attention, aligns with what’s important to you in the scope of lifestyle, legacy and philanthropy. Our promise to you, as your trusted advisor, will always be to provide you with financial advice that’s in your best interest.  We begin by getting to know and understanding your needs, wants, and long-term aspirations as we look to define your statement of financial purpose.

We understand the challenges high net worth families and business professionals face today. From cash flow management to asset protection, tax-efficient exit planning and legacy transfer strategy, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals and give you peace of mind. 

We believe in thinking “outside of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our Core Beliefs

Our clients are our most valuable asset.

Asset location is just as important as asset allocation.

Investor behavior plays a significant role in investment returns.

Taxes matter. What you keep matters as much as what you earn.

Fees matter. Many factors are out of your control in investing, fees are one you can.

Service matters. We are proud of the professional quality of our work and exceptional client services we provide.

We can't manage what we can't measure. Our technology stack allows us to aggregate and automate full balance sheet reporting.

One of our primary goals is to develop a long-term, trusting relationship with you.

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