DeMore Wealth Management, LLC

DeMore Wealth Management, LLC We are a full-service tax and wealth management firm with the goal of making a significant difference in our client's lives.

Securities and Investment Advisory Services offered through Osaic Wealth, Inc. (WFS), member FINRA/SIPC (www.finra.org and www.sipc.org). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please visit our website for additional disclosures.

Healthcare costs in retirement often go beyond Medicare premiums. This article takes a look at three of those expenses—p...
08/06/2026

Healthcare costs in retirement often go beyond Medicare premiums. This article takes a look at three of those expenses—prescription gaps, remote-living access, and concierge medicine fees.

Three healthcare costs that can catch retirees off guard and how to manage them.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
07/10/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Discover why starting early is often more powerful than saving more. This article uses a side-by-side comparison of two ...
06/23/2026

Discover why starting early is often more powerful than saving more. This article uses a side-by-side comparison of two hypothetical savers to illustrate the remarkable impact of compound growth over time.

Starting early can be the single most powerful move a young saver makes — here's the math to prove it.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
03/11/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
03/04/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Financial stress can affect both mental and physical health. This article explores how mindfulness and meditation may he...
02/25/2026

Financial stress can affect both mental and physical health. This article explores how mindfulness and meditation may help individuals manage financial anxiety, improve focus, and approach money decisions with greater clarity and intention.

Money stress is common—but it doesn’t have to control your decisions. Learn how mindfulness and meditation may help support financial wellbeing and encourage more thoughtful, values-based money choices.

Anyone can set a New Year’s resolution, but it takes discipline and planning to achieve it! Here, we share some of the m...
01/21/2026

Anyone can set a New Year’s resolution, but it takes discipline and planning to achieve it! Here, we share some of the most common financial New Year’s resolutions and specific tips on sticking with them.

Anyone can set a New Year’s resolution, but it takes discipline and planning to achieve it! Here, we share some of the most common financial New Year’s resolutions and specific tips on sticking with them.

January is Financial Wellness Month, a time to check-in with your financial strategy.
01/15/2026

January is Financial Wellness Month, a time to check-in with your financial strategy.

January is Financial Wellness Month, a time to check-in with your financial strategy.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors—Che...
01/09/2026

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors—Check-in weekly for the most current happenings.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors—Check-in weekly for the most current happenings.

Address

13400 Bishops Lane, Suite 200
Brookfield, WI
53005

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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