Broker Check

331 E. Washington St. Appleton, WI 54911

(920) 380-7056
hello@dreyerwealth.com
Client Login

Simplifying the complex.

Smart planning shouldn't perplex, puzzle, or confound. We help you create a data-driven strategy that is designed to help you meet your goals.

Connect With Us

Life moves pretty quickly. 

Preparing now is the first step to enjoying your time in the fast lane.

Learn More

It's not always about the money. 

Construct a life strategy that keeps you in control.

Connect With Us

Welcome to Dreyer Wealth Management

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. Our mission is to get to know and understand your financial goals. We work with you to develop, implement, and monitor a strategy that is personalized to your needs.

Let's Get Started

We’re here for you!

We work to create data-driven strategies to help our clients meet their goals. 

Curated articles, videos, and more for a financially savvier you.

Retirement

Retirement

Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.

Learn more
Investment

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

Learn more
Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

Learn more
Lifestyle

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

Learn more
Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Learn More
Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn More
Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.
Learn More
Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Learn More

DO YOU HAVE ANY QUESTIONS?

Thank you!
Oops!