A personalized approach to managing wealth

Shelly A. Wiemann, CFP^®

Founder, Wiemann Wealth Financial Advisor / Registered Principal

Cathy Shisler

Office Manager

Nancy Quartey

Client Relationship Manager

Dynamic thinking makes a difference

We consider ourselves advocates for your financial success, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Women Investors

Understanding the challenges women face and how to help.

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Retirees

Nurturing wealth so you can live a longer, better life.

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Endowments & Foundations

Delivering strategic solutions to support and sustain the mission...

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Sudden Wealth

Confidently manage your new assets with the guidance of our exper...

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Families & Individuals

A pragmatic approach to wealth management

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Wealth is the ability to fully experience Life.

Henry David Thoreau