It’s Your Future.
Take Control.

We are a women-led firm that helps business owners, established professionals and high-powered women get a grip on their financial lives today and build a roadmap for tomorrow.

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Optimize your decisions
(and taxes).

Create a plan for your life.

Build the future you deserve.

Small Business Owners

Established Professionals

High-powered Women

Tax-Efficient Planning with a Purpose

We’re here to help you build wealth on purpose – with your goals and a clear vision of the big picture in mind.

Life Planning

Align your money with your life goals.

Our team is experienced in:

Estate Planning
Retirement Planning
Tax Planning
Business Planning
College Planning, 529s
Longevity Planning
Asset Protection

Customized Investment Solutions

Research-based investments handled in-house.

We can help you explore:

Option Strategies
Income Strategies
Alternative Investments
Cash Management
Growth Strategies

Business Planning

Set your business up for success well into the future.

We can help you with:

Company Benefits Review
Valuation Optimization
Commercial Insurance Coverage Review
Key Man and Buy-Sell Insurance Review
Asset Protection
Succession & Exit Planning

Insurance Solutions

Protect your family, protect your future.

We can help you with:

Risk Management
Disability Income Insurance
Whole and Universal Life Insurance
Term Life Insurance
Long-Term Care Insurance
General Liability Umbrella Insurance

Meet the Abmeyer Team

Alisha Reilly, CFP®, CExP™

Wealth Advisor

Kim Abmeyer, CFA, CFP®, EA

Founding Wealth Advisor

Valarie Wright

Sr. Client Service Associate

Work With Us

About Abmeyer Wealth

We are a women-led wealth management firm that serves business owners, established professionals and high-powered women in a variety of life stages with independent, objective, tax-efficient financial services.

Abmeyer Wealth Management serves families with an intentional approach and proactive strategy to create a lasting impact. We help you thrive financially by aligning your finances with your purpose.

Stay in-the-know with our resources, insights and news over on the Abmeyer blog →

Our Process is Simple

With our Simplicity by Design Process, we help business owners, established professionals and high-powered women get a grip on their financial lives today and build a roadmap for tomorrow.