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

Do you have a will? Is it updated?
08/07/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

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.

🎉 Today we’re celebrating Lena's 1-year work anniversary!As our Client Support Specialist, Lena plays an important role ...
08/05/2026

🎉 Today we’re celebrating Lena's 1-year work anniversary!

As our Client Support Specialist, Lena plays an important role in creating a positive experience for our clients each and every day. Her dedication, attention to detail, and willingness to help wherever needed make a huge impact on both our team and the clients we serve.

We’re so grateful for her hard work, positivity, and commitment over the past year. Congratulations, Lena — we’re so lucky to have you on the team! 👏

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
08/03/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
07/31/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
07/27/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains ...
07/24/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

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

âšľ 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! đź’™

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.

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331. E. Washington Street
Appleton, WI
54911

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