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331 E. Washington St. Appleton, WI 54911

(920) 380-7056
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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.

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Life moves pretty quickly. 

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

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It's not always about the money. 

Construct a life strategy that keeps you in control.

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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.

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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.

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Investment

Investment

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

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Insurance

Insurance

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

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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.

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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
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The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
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