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.

03/11/2026

Whole life protects your loved one's future. Did you know it can even support you today? With guaranteed growth, stable premiums, and potential dividends, it’s a versatile tool for your financial plan. Reach out to learn how whole life insurance fits into your financial strategy.

03/10/2026

Estate planning isn’t just for the wealthy, it’s for anyone who wants to control the future of their money. From wills to medical directives, here’s your guide to building a plan that protects what matters most.

The research speaks for itself: The way we plan is unique, and it can result in better outcomes. I’d love to show you ho...
03/09/2026

The research speaks for itself: The way we plan is unique, and it can result in better outcomes. I’d love to show you how.

Financial planning with your advisor doesn’t start with spreadsheets; it starts with a conversation about what matters to you.

Last week brought hotter than expected inflation data and a tech sell-off triggered by AI fears. That uncertainty contin...
03/06/2026

Last week brought hotter than expected inflation data and a tech sell-off triggered by AI fears. That uncertainty continued over the weekend and into Monday, as military conflict in Iran shook global markets. Northwestern Mutual Wealth Management CIO Brent Schutte breaks down the latest developments and how a diversified portfolio can help navigate recent volatility. https://www.northwesternmutual.com/life-and-money/ai-fears-iran-conflict-fuel-market-volatility/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-fears-iran&agentid=001015

Don't let retirement risks catch you off guard! Let's explore common pitfalls—and create a solid plan, so you're better ...
01/21/2026

Don't let retirement risks catch you off guard! Let's explore common pitfalls—and create a solid plan, so you're better prepared.

Understand retirement risks like market fluctuations and inflation. Learn to assess these risks and plan for them with effective retirement savings strategies.

It’s easy to overlook—which can be a big mistake.
01/20/2026

It’s easy to overlook—which can be a big mistake.

You probably know disability insurance supplements your income if you’re unable to work, but more specifically, what does disability insurance cover? Learn more about the benefits of short-term and long-term disability insurance.

Planning is the first step toward reaching your financial goals. Here’s how creating a road map can help you get further...
01/19/2026

Planning is the first step toward reaching your financial goals. Here’s how creating a road map can help you get further.

Financial planning is about more than just saving or investing: A holistic financial plan can give you the road map to secure your future for generations to come.

An update in the FSA and HSA fund limits may affect your financial future. Let’s chat about everything you need to know.
01/14/2026

An update in the FSA and HSA fund limits may affect your financial future. Let’s chat about everything you need to know.

See when you’ll hit full retirement age. Please reach out if you’d like to build a plan that shows you the best time to ...
01/09/2026

See when you’ll hit full retirement age. Please reach out if you’d like to build a plan that shows you the best time to claim Social Security based on your goals.

When you choose to begin taking Social Security can affect how much you get in the end. This full retirement age chart can help you plan.

Retirement is one of the most critical periods for your financial plan. Here’s why.
01/08/2026

Retirement is one of the most critical periods for your financial plan. Here’s why.

This essential part of your strategy can be a bit of a challenge, as you’ll need to do more strategic income and tax planning.

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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