Wiedmeyer Wealth Management

Wiedmeyer Wealth Management CFP® CLU® ChFC® RICP®. Wealth Management Advisor who's dedicated to clients. Jaime A.

Wiedmeyer CFP® CLU® ChFC® RICP® is a Wealth Management Advisor who's dedicated with his team to providing his clients a full range of planning services to help ensure they're able to reach financial security.

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk a...
07/20/2026

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too.

Most life insurance focuses on coverage for lost income, but choosing a reliable family life insurance plan can provide peace of mind for your family’s future.

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not c...
07/17/2026

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions.

An effective will can make a difficult time a little bit easier for your family. Watch out for these mistakes.

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary exam...
07/16/2026

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary examines why persistent price pressures—not slowing employment—may be the bigger risk for markets in the second half of 2026. https://www.northwesternmutual.com/life-and-money/labor-market-strength-shifts-focus-back-to-inflation/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=labor-market-strength&agentid=001015

Most money “problems” lead back to a simple solution—starting a financial plan now. I'm here to help you get it done. Le...
07/14/2026

Most money “problems” lead back to a simple solution—starting a financial plan now. I'm here to help you get it done. Let’s chat.

Looking for a tax-smart way to help set your kids or grandkids up for success? Read up on the new 530A accounts; then re...
07/13/2026

Looking for a tax-smart way to help set your kids or grandkids up for success? Read up on the new 530A accounts; then reach out so we can discuss how to integrate them into your plan.

Learn how new tax-advantaged accounts can jump-start your child's future. Discover the rules and how to open one.

This value index’s recent rebound offers a valuable perspective on staying disciplined over the long term. Matt Stucky, ...
07/10/2026

This value index’s recent rebound offers a valuable perspective on staying disciplined over the long term. Matt Stucky, chief portfolio manager at Northwestern Mutual Wealth Management Company, explains what drove the comeback and what it means for investors.

This value ETF’s comeback offers a timely lesson in long-term investing. Read more.

Navigating family wealth transfer requires careful planning. If you’d like to ensure your assets stay with your children...
07/09/2026

Navigating family wealth transfer requires careful planning. If you’d like to ensure your assets stay with your children, explore the options in this guide. Then reach out so we can secure your family's legacy together.

Explore ways to leave money to your children—while keeping an inheritance separate from their spouse—with strategies like a trust or a prenuptial agreement.

Term and permanent life insurance are different tools for different needs. Together we can choose the plan that best mat...
07/08/2026

Term and permanent life insurance are different tools for different needs. Together we can choose the plan that best matches your goals and budget!

Understanding the differences between term life and permanent life insurance options (like whole and universal) can help you pick the best insurance policy.

Working with a financial advisor is the first step toward taking control of your financial future. Please reach out with...
07/07/2026

Working with a financial advisor is the first step toward taking control of your financial future. Please reach out with any questions you may have.

Recent data shows more than half of Millennials are still leaning on the Bank of Mom and Dad to some extent. Here’s how a financial plan can help you achieve true independence.

Address

3960 Hillside Drive , Ste 101
Delafield, WI
53018

Opening Hours

Monday 7am - 4pm
Tuesday 7am - 4pm
Wednesday 7am - 4pm
Thursday 7am - 4pm
Friday 7am - 3pm

Telephone

+14142406368

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