Welcome
Choosing a wealth management firm is a significant decision.
We take that seriously. This page gives you a straightforward look at who we are, what we do, and how we work.
Download Our Welcome BookA Different Kind of Wealth Management
At Dreyer Wealth Management, we focus on clarity, simplicity, and long-term thinking. We help successful individuals, retirees, and business owners organize their financial lives so they can make confident decisions.
Our approach is disciplined.
Structured strategies built around your goals, not the market's mood.
Our communication is proactive.
You hear from us before you have to ask. We keep you informed and accessible.
Our advice is personal.
No templates, no generic plans. Your situation is different and we treat it that way.
Who We Work With
If you value structure, strategy, and a relationship built on trust, we're likely a good fit. Here's who we serve best.
Established High Net Worth Families
- Accumulated meaningful assets and want coordinated planning
- Need help simplifying multiple accounts and strategies
- Want a second opinion from a fiduciary team
- Value proactive communication and long-term structure
Nearing or In Retirement
- Want a clear income strategy you can rely on
- Concerned about market volatility and sequence risk
- Need coordination between investments, taxes, and estate planning
Business Owners
- Building a company and want personal finances structured properly
- Want to reduce taxes while staying compliant
- Thinking about selling in the next 3 to 10 years
- Want a clear exit strategy before you need one
- Accumulating excess cash in the business and need a strategy
- Want to align business decisions with long-term personal wealth goals
Young Professionals & Emerging Wealth Builders
- In your 20s, 30s, or early 40s and earning strong income
- Want to build wealth intentionally, not just save randomly
- Have stock compensation, equity, or bonuses and need clarity
- Want to avoid costly financial mistakes early
- Serious about building long-term wealth, not chasing trends
Our Mission
Our mission is to understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy designed to address your situation.
From saving for college to planning a business exit, these decisions are complex and the stakes are real. We bring the full resources of our team to every client situation and build a strategy that combines solid financial planning with a well-constructed portfolio tailored to your goals.
We're not afraid to challenge conventional thinking when the situation calls for it. What works for most people isn't always what's right for you. Everything we do is focused on your specific goals, your specific situation, and your long-term financial wellbeing.
Our Approach
We've built a reputation for making complex financial concepts easier to understand. That's not a marketing line. It's the feedback we hear most often from clients who came to us frustrated by advisors who talked over them or handed them a plan they didn't really understand.
We work as a team, which means you're not relying on one person who might be unavailable or who eventually moves on. Different team members bring different expertise, and we coordinate across all of it so nothing falls through the cracks.
There's no template for what we build. Your situation is different from the client before you and the one after. We take that seriously.
Client-Centric Focus
Innovative Solutions
Strategic Planning
Who to Contact
Not sure who to reach out to? Here's a quick guide. If you're ever unsure, just contact us and we'll make sure you get connected with the right person.
Investment & Planning Questions
Market updates, portfolio strategy, financial recommendations, tax strategies.
Scheduling, Account Changes & Documents
Appointment scheduling, beneficiary changes, linking bank accounts, withdrawal requests, statements, tax forms, general account inquiries.
General Office Questions
Anything else, or not sure where to start.
Financial Planning Services
Financial planning is more than just assets and investments. It's about what you want to accomplish with your money, identifying your goals and concerns, and finding the best way to achieve your goals while reducing your concerns. Whether your goals are to plan for retirement, help fund college, or something else, we can help.
| Step | What We Do |
|---|---|
| Goals | Identify all your unique goals and assign a level of importance to each. |
| Resources | Identify the resources that will help fund your goals, such as income sources, savings, investment assets, and other assets. |
| Risk & Return | Determine the balance of risk and return that is right for you. |
| Review & Discuss | Review and discuss your plan results. See how you're doing now. Determine how to get into your "Confidence Zone." |
| Plan | Create your personal Retirement Lifestyle Plan. |
| Implement | Establish the proper savings strategy and implement an appropriate asset allocation strategy for your investment portfolio. |
| Review Regularly | Your plan isn't a document you file away. Life changes, tax laws shift, and markets move. We review your plan on a regular basis and update it when your circumstances call for it, so it stays relevant and continues working for you over time. |
Risk Assessment
We use technology that quantifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. Together, we can take the guesswork out of your financial future.
Step 1
Capture
Answer a 5-minute questionnaire covering portfolio size, financial goals, and your tolerance for risk. We'll pinpoint your exact Risk Number from there.
Step 2
Align
We build a portfolio matched to your Risk Number and priorities, with projections showing the range of potential gains and losses you should expect over time.
Step 3
Define
We map your portfolio to your actual goals using a Retirement Map, so you can see where you stand today and what it takes to improve your odds of success.
Tax Planning
We will evaluate a number of opportunities during tax planning. We can also run projections to see how potential changes such as filing status, dependents, the sale of a business, or stock option exercises may impact your upcoming tax liability.
Tax Efficient Retirement
Capital Gains Management
Charitable Giving Strategies
Roth IRA Conversions
Generational Planning & Family Meetings
Your wealth is about more than numbers. It's about values, family, and the legacy you want to leave behind. We help you connect your financial strategy to what matters most, ensuring your family is prepared, aligned, and confident today and for generations to come.
| Family Meetings | We facilitate open and guided conversations with heirs, ensuring everyone understands the plan and expectations. These meetings often reduce stress, build confidence, and create alignment across generations. |
| Education & Guidance | We work with the next generation to teach the fundamentals of saving, investing, and financial responsibility, so they're ready when it matters most. |
| Wealth Transfer Planning | Coordinate strategies that go beyond documents, ensuring assets are passed along efficiently and in accordance with your wishes. |
| Values & Legacy Discussions | Explore the impact you want to make through philanthropy and personal values, not just financial assets. |
| Continuity & Support | As life changes, we stay by your family's side, helping to update plans, adjust strategies, and maintain peace of mind. |
Business Planning
Succession Planning
Most business owners know they need a succession plan but keep pushing it down the list. The problem is that when something forces the issue, whether that's a health event, a partner dispute, or an unexpected offer, you want a plan already in place. We work with you to think through what happens to the business if you step back, who takes over, how that transition gets funded, and what your role looks like during and after. The goal is to make sure your business continues on your terms, not someone else's timeline.
Business Transition Planning
Whether you're preparing to sell, transfer ownership, or pass the business to family, we create a personalized plan to maximize value and minimize disruption. As exit planning specialists, we bring expertise in helping business owners plan for and successfully execute the eventual transition or sale of their business.
Retirement Plans for Business Owners & Employees
From 401(k)s, SEP, and SIMPLE IRAs to custom retirement plan design, we'll help you establish and maintain plans that fit your goals and reward your team.
Retirement Planning Post-Exit
Selling or transitioning your business is one day. Living well after it is everything that follows. Once the transaction closes, the proceeds need a clear strategy. We help you convert business wealth into reliable personal income, invest the sale proceeds tax-efficiently, and build a retirement plan that doesn't depend on what you sold for. We plan for this well before the sale so you're not making high-stakes decisions under time pressure.
Explore further
A few pages worth reading depending on where you are in your financial journey.
Exit Planning
For business owners planning a transition in the next 1 to 10 years.
Learn more ›
Financial Planning
How we build a plan that connects your investments, taxes, and long-term goals.
Learn more ›
Risk Questionnaire
Find out your Risk Number and see what a portfolio built around it actually looks like.
Learn more ›
Client Stories
Hear from clients who have worked with us on retirement, investments, and business planning.
Read stories ›
Let's Work Together
www.dreyerwealth.com
hello@dreyerwealth.com
(920) 380-7056