331 E. Washington St.
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp complex finance matters and use those concepts to pursue their financial objectives.
Over the years, we have found that a team approach can be an effective method to help clients with a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone. From planning to execution to follow-up, we take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Owner / Principal
Mike was born and raised in Appleton, WI. He received his bachelor's degree from the University of Wisconson - Madison. After graduation, he entered the financial planning and insurance field where he has worked ever since....
Client Relationship Manager
Dawn grew up on a farm in Edgar, WI with her two younger brothers. She is a new resident to Appleton and lives with her significant other and her dog.
Jim handles life insurance and long-term care insurance for Dreyer Wealth Management clients. Jim has lived Appleton, WI for over 50 years. He received his bachelor's degree from the University of Wisconsin - Stevens Point....
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.