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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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What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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