Our commitment to you is to serve our clients in a humanistic manner, while keeping their best interest a top priority. We making financial planning about your life, not about us.
At Dickmeyer Boyce our Milwaukee Financial Advisor team is willing to go beyond the traditional scope of financial planning engagements. We help our clients through life decisions and decisions that may indirectly affect their financial well-being. No matter where you are in life, or what you do, we can help. From professionals in the medical space to manufacturing and technology, or small business owners to widows/widowers, we have a tailored solution for you.
At Dickmeyer Boyce in Milwaukee, our investment philosophy takes the long view. We handle your investments as a long term proposition, not a process of frequent trading in and out of investment positions or the market as a whole. History shows us that the value of investments rise over the long term in spite of near term economic or geopolitical concerns.
We follow a well-defined process for managing your wealth, and begin by thoroughly understanding your current financial status and future goals through our ‘Personal Financial Overview’. Once your overview is completed, you may choose to engage with us in our “Wealth Management” services with your Milwaukee Financial Advisor guiding you throughout.
Through the Personal Financial Overview (PFO) we are able to determine the optimal portfolio allocation and return necessary to meet your financial objectives. We use our Asset Management service as the means to achieve your goals. Our investment philosophy seeks to manage risk first, and in the process of doing so, improve long term return. We provide you with periodic reviews including performance information, as well as an opportunity for you to review other aspects of your financial picture with your advisor.
This service involves the development of a more comprehensive and strategic financial plan based on the initial findings of the Personal Financial Overview. While it begins with the PFO, we delve deeper into the complex issues of Retirement, Insurance, Tax and Estate Planning to ensure that each element is designed to efficiently grow your wealth and meet your long-term goals. Your financial plan is completed over the course of a year and includes specific recommendations and steps for implementation carried out in consultation with your other professionals.