Dreyer Wealth Management, LLC

Dreyer Wealth Management, LLC Our mission is to get to know and understand your financial goals. References to specific portfolios should not be considered a recommendation.

Dreyer Wealth Management is an independent wealth management firm dedicated to providing personalized wealth management, financial planning, and investment management services to individuals, families, businesses, non-profits, foundations, and endowments. We work with you to develop, implement, and monitor a strategy that is personalized to your needs. This is provided for informational purposes o

nly and should not be construed as investment advice. Data and analysis do not represent the expected future performance of any investment product or strategy. IMPORTANT: The projections or other information generated by Nitrogen regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. State tax laws and treatment may vary. Earnings on non-qualified distributions may be subject to income tax and a 10% federal penalty tax. Please consult your tax adviser for more information. Securities and Advisory Services offered through HARBOUR INVESTMENTS, INC. member sipc

Securities Licensed in AZ, CA, FL, IA, ID, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, NJ, OH, OR, TX, WI, WA, WY

⚾ Thank you to everyone who joined us for our 4th Annual Summer Client Appreciation Event at the Timber Rattlers game th...
07/20/2026

⚾ Thank you to everyone who joined us for our 4th Annual Summer Client Appreciation Event at the Timber Rattlers game this past Sunday!

We always enjoy spending time with our wonderful clients and their families and friends outside the office. Thank you for making this event another memorable one! 💙

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
07/20/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

When was the last time you looked at the content of your portfolio? Steps to consider here.
07/17/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

🏆 Thanks to your incredible support, Dreyer Wealth Management has once again been voted Best of the Valley for Financial...
07/16/2026

🏆 Thanks to your incredible support, Dreyer Wealth Management has once again been voted Best of the Valley for Financial Planning Services!

We are truly honored by this recognition and grateful for the trust our clients, friends, family, and community place in us every day. This award isn't just a reflection of our team - it's a reflection of the amazing people we have the privilege of serving.

To everyone who took the time to nominate us, vote for us, and cheer us on throughout the competition, thank you. Your support means more than words can express.

We're proud to be part of this community and look forward to continuing to help individuals and families pursue their financial goals for years to come.

From all of us at Dreyer Wealth Management, thank you for helping us earn this incredible honor! 💙

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
07/13/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

Why are they made again and again? This piece helps make sense of these errors in judgment.
07/10/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

Why are they made again and again? Making sense of these errors in judgment.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Dreyer Wealth Management delivers personalized retirement planning, investment management, and business succession strategies. Serving Appleton, the Fox Valley, and Wisconsin—trusted by families and business owners nationwide for clarity, confidence, and financial freedom.

When it comes to investing, you may be your own worst enemy.
07/06/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

07/04/2026
AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees ca...
07/03/2026

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

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331. E. Washington Street
Appleton, WI
54911

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