Demore Wealth Management

Our Values & Philosophy

DeMore Wealth Management, LLC was founded on the values of hard work, experience, service, and respect. We believe in building strong, collaborative relationships with our clients based on trust and open communication. Our personalized approach to financial planning ensures you receive tailored solutions that align with your unique goals and aspirations.

What We Do

We offer comprehensive financial planning services to individuals and families in the Brookfield, Wisconsin, area. Our services cover a wide range of financial matters, including:

Retirement Planning

• Comprehensive analysis of your retirement accounts, investments, and income sources
• Development of a personalized withdrawal and distribution strategy
• Review and optimization of your Medicare coverage
• Guidance on retirement savings strategies and tax optimization

Investment Management

• Development of a customized investment portfolio based on your risk tolerance, goals, and timeline
• Ongoing portfolio rebalancing and review
• Active management of your portfolio to maximize returns and minimize risk

Tax & Estate Planning

• Development of a comprehensive estate plan, including wills, trusts, and power of attorney
• Review and updates to your existing estate documents to ensure they are still valid and effective
• Guidance on maximizing your tax efficiency through various strategies

Additional Services

• Financial planning for businesses
• Consulting on financial aspects of mergers and acquisitions
• Comprehensive wealth management for high-net-worth individuals

What Sets Us Apart?

At DeMore Wealth Management, we pride ourselves on:

• Personalized Attention: We take the time to understand your unique needs and goals.
• Client-Centered Service: We prioritize your interests and work collaboratively with you every step of the way.
• Transparent Communication: We provide clear and concise explanations of our processes and fees.
• Ethical Expertise: We adhere to the highest ethical standards and maintain the utmost confidentiality of our clients' information.

Experience the DeMore Difference

We are confident that our personalized approach, comprehensive services, and commitment to ethics will provide you with the guidance and support you need to achieve your financial goals and secure your future.