Welcome to Our Company
Personalized Wealth Management Strategies
We create quality solutions for your business
Why Choose Us
Personalized Wealth Roadmaps
We create customized financial plans tailored to your unique goals and risk tolerance. Our advisors work closely with you to develop strategies that align with your life aspirations. You'll gain clarity and confidence in your financial future with a clear, actionable plan.
Proactive Risk Management
Our team continuously monitors market conditions and your portfolio to mitigate potential risks. We employ sophisticated diversification strategies to protect your assets during volatility. You'll enjoy greater peace of mind knowing your wealth is safeguarded against market uncertainties.
Comprehensive Financial Oversight
We provide holistic wealth management that integrates all aspects of your financial life. From retirement planning to tax strategies, we coordinate every element for optimal results. This integrated approach ensures all your financial decisions work together seamlessly toward your objectives.
Dedicated Advisor Partnership
You'll work with a dedicated financial advisor who truly understands your evolving needs. We maintain regular communication and provide ongoing guidance as your life circumstances change. This long-term partnership ensures consistent support and personalized attention throughout your wealth journey.
Evidence-Based Investment Strategies
Our investment decisions are grounded in rigorous research and historical data analysis. We avoid speculative trends in favor of proven, disciplined approaches to wealth building. You benefit from sophisticated strategies typically available only to institutional investors.
Our Services
Comprehensive Wealth Management
Our flagship service provides holistic wealth management integrating investment management, tax planning, estate planning, and risk management. We begin with an in-depth financial assessment to understand your complete financial picture, then develop a customized strategy that aligns with your long-term goals. This ongoing relationship includes quarterly portfolio reviews and annual strategy adjustments to ensure your wealth plan remains optimized.
- Customized investment portfolio construction with asset allocation tailored to your risk tolerance
- Integrated tax planning strategies to minimize tax liabilities and maximize after-tax returns
- Comprehensive estate planning coordination with your legal advisors
- Regular performance monitoring and proactive rebalancing recommendations
- Access to alternative investments and private market opportunities for qualified clients
- Family wealth education and succession planning guidance
Retirement Income Planning
Specialized service focused on creating sustainable retirement income streams while preserving capital. We analyze your retirement assets, Social Security optimization strategies, and withdrawal sequencing to maximize lifetime income. Our approach includes stress testing against market volatility and longevity risk to ensure your retirement funds last throughout your lifetime.
- Social Security claiming strategy optimization for maximum lifetime benefits
- Tax-efficient withdrawal sequencing from multiple account types
- Longevity risk assessment and income sustainability modeling
- Healthcare cost projections and Medicare planning integration
- Inflation protection strategies for maintaining purchasing power
- Required Minimum Distribution (RMD) planning and optimization
Business Owner Financial Strategy
Comprehensive financial planning service specifically designed for business owners addressing the unique challenges of business wealth integration. We focus on business valuation, succession planning, executive compensation, and liquidity event preparation. Our team coordinates with your CPA and legal counsel to create a unified strategy that protects both personal and business assets.
- Business valuation analysis and growth optimization strategies
- Succession planning and ownership transition roadmap development
- Executive compensation and retirement plan design for business owners
- M&A preparation and liquidity event planning
- Risk management integration between business and personal assets
- Key employee retention and incentive planning
Investment Portfolio Management
Professional investment management service utilizing evidence-based investment principles and institutional-quality research. We construct globally diversified portfolios aligned with your risk tolerance and financial objectives. Our disciplined approach includes tactical asset allocation, cost minimization, and systematic rebalancing to capture market returns while managing risk.
- Evidence-based portfolio construction using academic research principles
- Global diversification across 15+ asset classes and geographic regions
- Institutional share class access reducing fund expenses by 30-50%
- Tax-loss harvesting implementation generating 0.5-1.0% annual alpha
- Environmental, Social, and Governance (ESG) investment options available
- Direct indexing strategies for enhanced tax efficiency and customization
College Education Funding Planning
Specialized service focused on maximizing education funding opportunities while minimizing impact on retirement goals. We analyze 529 plans, education tax credits, financial aid optimization, and multi-child funding strategies. Our approach integrates education funding with your overall financial plan to ensure college costs don't compromise other financial objectives.
- 529 plan selection and contribution strategy optimization
- Financial aid planning and Expected Family Contribution (EFC) reduction strategies
- Education tax credit analysis and maximization
- Multi-child funding prioritization and timing strategies
- Grandparent and relative gifting strategy coordination
- Scholarship search assistance and application guidance
Our Works
Examples of our projects
Client Reviews
"Fluehr Wealth Management has transformed our financial outlook with their professional approach and personalized strategies. Their team demonstrated exceptional understanding of our retirement goals and created a comprehensive plan that gives us complete confidence. The ongoing support and regular portfolio reviews ensure we stay on track toward our objectives."
Ready to Get Started?
Contact FLUEHR WEALTH MANAGEMENT, LLC today to discuss your needs