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).
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Create a plan for your life.
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Build the future you deserve.
We are a trusted partner serving:
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Small Business Owners
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Established Professionals
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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.
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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
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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
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Meet the Abmeyer Team
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Alisha Reilly, CFP®
Wealth Advisor
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Kim Abmeyer, CFA, CFP®
Founder and Wealth Advisor
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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.
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Vision and Strategy
We’ll complete initial paperwork, go over expectations, review any recommendations, and welcome you to the Abmeyer family.
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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.
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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.
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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.
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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.