Experienced Professional With Financial Strategies for Brookfield, Wisconsin and Beyond
Since 2013, we’ve worked with clients throughout Milwaukee applying values of hard work, experience, service and respect to their retirement concerns and questions. With deep tax and estate planning knowledge, we proudly cultivate dynamic and unique strategies to meet your needs. With DeMore Wealth Management, LLC you can expect to receive great advice while building a beneficial relationship along the way.
It’s Time to Organize Your Finances
As someone preparing for retirement, there’s no better time to develop a plan that helps ensure your wealth lasts throughout your lifetime. While we’ve worked with a variety of high-net-worth clients, we often find ourselves often connecting with:
Pre-Retirees
From retirement income to investments, we’ll walk you through each aspect of your finances to help make sure every decision you make aligns with your dreams for retirement. Throughout our partnership, we’ll review the details of your financial picture to provide you with the confidence you need to enjoy your life past employment.
Diligent Savers
As a firm, we enjoy working with genuinely good people who have every intention of planning well and saving efficiently for future generations. We strive to empower you to make beneficial financial decisions regarding the assets you’ve accumulated and the wealth you’ve worked hard to save over the years.
Delegators
You’re a busy individual, which means there is little time left to navigate the ins-and-outs of your financial picture. As someone with complex financial needs, we can work with you as your partner in planning and understanding. Our team will handle the details while you continue to maintain your lifestyle.
Multi-Generational Families
Whether you’re preparing your children for college or guiding your parents into their life post-employment, we can help you meet your family’s financial goals. Working together we will prioritize your needs and develop a unique investment strategy. Allow us to focus on your finances while you spend time with your loved ones.
Retirees
As someone who has worked hard to achieve retirement, your goal is to now enjoy it to the fullest. At DeMore, we want to help handle the stressors you may encounter from Medicare to Social Security and ultimately leaving a lasting legacy. Through impactful conversations, we’ll determine how to best guide you in enjoying every moment you’re in.
Business Owners
Our team is skilled in approaching the unique complexities you face as a business owner. We strive to provide strategies to effectively manage your money so you can set your business up for success. As your company grows, we’ll work with you to offer valuable insight in order to remain ahead of the competition and proactive in every pursuit.
Academically Sound Financial Planning
Our Commitment to Ethics
At DeMore Wealth Management, LLC, we believe sound ethics involve judgments about what is right and what is wrong, which isn’t always clear-cut in the business world. Our code of ethics outlines our responsibilities to our clients, associates, business partners and the community.
Your interests and wellbeing are always put first as we avoid activities, interests and relationships that may run contrary to your own. It has taken years to build our reputation and we are careful not to let any negative action affect that. These are the guidelines we follow for ourselves:
To be competent, we must develop and maintain a level of specialized knowledge and skill, then apply it effectively. Competence also includes the wisdom to recognize our limits and know when to seek additional resources to help meet your needs.
We are placed in a position of trust and confidence by our clients. The ultimate source of such trust is our personal integrity. We tell the truth, use good judgment and comply with securities' laws and regulations.
Objectivity requires honesty and impartiality. It is our responsibility to make full and adequate disclosures of all facts, fees and relationships so clients can make informed decisions. Our discussions, communications and representations must have a clear purpose and honest and fair content.
Client information is confidential and shall not be disclosed. This allows us to create a relationship of personal trust and confidence. No aspect of a client's affairs, either personal or business, may be discussed outside of the office. We also will not disclose whether a particular person, firm or corporation is a client of our company unless authorized in advance.
Diligence is the delivery of services in a prompt and thorough manner. It is our responsibility to do what we say we're going to do - from promptly returning e-mails and phone calls to meeting deadlines and following up on outstanding issues.
Developing a Long-Term Plan to Fit Your Needs
With a forward-thinking approach and strategies designed to meet your goals, we’re confident that we can create a plan that works for you.
