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.
Optimize your decisions
(and taxes).
Create a plan for your life.
Build the future you deserve.
We are a trusted partner serving:
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
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.
Vision and Strategy
We’ll complete initial paperwork, go over expectations, review any recommendations, and welcome you to the Abmeyer family.
Clarity and Simplification
Next, let’s set up your new accounts with a guided tour of our online systems. We’ll also start implementing your custom-made plan.
Progress Review
Typically set for 30-days out, we’ll review progress and discuss how our Quarterly Planning Review structure is built around your goals.
Strategy Check-Ins
Financial planning isn’t “set it and forget it” – setting up our quarterly meetings throughout each year will ensure everything is on track.
Ongoing Planning and Monitoring
Our team will continuously monitor your portfolio and plan to ensure they align with both your short-term and long-term needs.
