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What does "quality of life" mean to you?

Boeckermann, Grafstrom & Mayer Wealth Management, LLC, has been helping successful entrepreneurs and executives manage their financial lives for more than a decade. If there is anything we have learned over the past 14 years, it is that quality of life means different things to different people. All of our clients agree that quality of life is far more than just a return-on-investment. They know that money only adds to life when it helps you achieve your vision and create the freedom to balance family, work, and play. True financial planning must incorporate investing with your unique goals—and those of your family—so that you get a return-on-investment and a return-on-life.

Our role is to handle the financial details of your life so you can spend time with your family, building your business, and pursuing your passions. As independent, fee-based advisors, we care more about solutions than products. When you are living the life you want and sleeping better at night, we have done our job. The way we do that—consistently and for a very discriminating group of highly successful clients—is by staying laser-focused on maintaining discipline in your financial plan.

 

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