What makes Boeckermann, Grafstrom & Mayer Wealth Management different?

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Written by Administrator | 27 October 2009

Service - We focus our services on providing clients with all the solutions needed. The owners of our firm are also owners of an accounting firm (Boeckermann, Grafstrom & Mayer P.A.) and a trust company (Cornerstone Private Asset Trust Company, LLC). These relationships allow us to coordinate clients' needs, saving them time and effort.

Ownership – We are independently owned by persons who want to remain owners. We have no intentions of joining a large, national firm in which a client becomes a number instead of a relationship.

Independence – Since we are independently owned, we are free to find the solutions needed, with no proprietary products to push.

Experience – Our professionals continue to work at becoming the best at what they do. That means that time spent in the business is not enough. We want all professionals to become licensed in their specialty (Certified Financial Planner - CFP®, Certified Public Accountant – CPA, or Chartered Financial Analyst – CFA).

Who We Are

We are independent advisors who focus on providing objective advice surrounding your financial planning and asset management goals. We are entrepreneurs ourselves and work best with individuals and families that want to delegate the organization of their financial lives so they can spend more time with their families. More

What We Do

We combine the emotional with the technical aspects of a disciplined and comprehensive planning approach to help families keep the promises they make to themselves. Tax-efficiency matched with wealth preservation helps our clients achieve retirement, education and estate transfer goals while sleeping better at night. More

Why Choose Us

Three things make us different. First, we always act in our client’s best interests. Second, we focus on the freedom money gives, not just returns. And third, because of our affiliation with an accounting firm, we focus more on after-tax outcomes. More

Our Process

We offer an initial consultation at no charge. We use this meeting to define clients’ goals and objectives, to analyze their current financial situation, and to determine if our styles would be a good fit. More