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What We Do

Wehring Wealth Management’s comprehensive financial services can be a valuable asset no matter your stage of life. Whether you’re buying your first home, starting a family, or entering your retirement years, we have knowledge and experience that can help you make smart financial decisions.

By offering the following services all under one roof, we’re able to consult on your complete financial situations – helping you maximize opportunities, minimize taxes, and plan for possible scenarios in the future.

Financial Planning

We uncover your priorities, assess your circumstances today, and create a plan to get you where you want to go tomorrow.

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Investment Management

Based on your unique goals and risk tolerance, we’ll design and manage an investment portfolio to help you save for the future.

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Insurance Planning

We’ll identify and help secure insurance policies to help protect your assets and loved ones from future risks.

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Business Planning

We’ve run and sold successful companies and provide the services you need to do the same.

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Tax & Accounting

We take on payroll, bookkeeping, financial statements and tax preparation for businesses as well as file tax returns for individuals and households. 

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Ensuring you don’t pay unnecessary taxes and that you take advantage of available benefits is a common theme in everything we do, and Initial consultations with our financial services professionals are always complimentary. Simply complete the form below, and we’ll be in touch soon.

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