Managing finances is inevitable – whether you’re running a business, building a life for your family, or exiting the working world to enjoy retirement. The choices you make at every turn can have long-term benefits – or consequences. But like many things in life, you don’t know what you don’t know. That’s where we come in.
At Wehring Wealth Management, our only goal is to help you make smart decisions with your money. Decisions that help you protect what you’ve worked hard for, take advantage of available perks, and keep you focused on the future you want.
Our expert accounting team handles bookkeeping, financial statements, and payroll services, and helps plan for and prepare tax returns – for your business and yourself. We establish retirement plans, recommend ways to improve your cash flow, and even facilitate buy, sell, and succession strategies.
You’ve worked hard to grow your wealth and might be wondering, ‘What comes next?’ We can help you maximize opportunities to save for retirement, identify the ideal time to stop working, and sort through the details of Social Security benefits. We’ll even plan for some alternate scenarios so you can have greater peace of mind.
Your career is taking off and family is growing, but as your professional and personal responsibilities increase, so do your financial obligations. We’re here to help you prioritize purchases, protect the people and things you love, and plan for future expenses. We’ll be your financial planner, wealth manager, and tax preparer – all in one spot.
Wehring Wealth Management was named by Accounting Today as one of the top CPA firms in financial planning in 2020.
Most of us are inundated with information – from TV and Twitter to newspapers and podcasts. Headlines can be tough to decipher – at least if the goal is understanding how they apply to your life. We post original content to our blog and distribute a digital newsletter regularly to keep you in the know about financial news and offer some wisdom from our team.
We’ve been in Bellville since 1982, and our little green house on South Mathews Street is home to some of the most experienced staff around. Stop in for a quick question, a cup of coffee, or just a familiar face. Because we’ve always been here when you need us. And we’re not going anywhere.