Since 2013, we've worked with clients throughout Milwaukee applying values of hard work, experience, service and respect to their retirement concerns and questions. With deep tax and estate planning knowledge, we proudly cultivate dynamic and unique strategies to meet your needs. With DeMore Wealth Management, LLC you can expect to receive great advice while building a beneficial relationship along the way.
As someone preparing for retirement, there's no better time to develop a plan that helps ensure your wealth lasts throughout your lifetime. From retirement income to investments, we'll walk you through each aspect of your finances to help make sure every decision you make aligns with your dreams for retirement.
As someone preparing for retirement, there's no better time to develop a plan that helps ensure your wealth lasts throughout your lifetime. From retirement income to investments, we'll walk you through each aspect of your finances to help make sure every decision you make aligns with your dreams for retirement.
Services
David DeMore, is a Certified Financial Planner Professional and the Founder of DeMore Wealth Management, LLC. In 2005 at the ripe old age of 23, David began his career after studying income tax and finance at the University of Wisconsin-Stout under Professor William Kryshak, CPA. Specializing in retirement, personal income tax, and estate planning, David helps his clients navigate what has become a complex and ever-changing financial landscape.
As a firm, we strive to simplify your retirement concerns by empowering you to plan your next chapter. By supporting you in recognizing your needs and the extent of your assets, we'll set you on a path towards achieving financial independence. The strategies we offer are incredibly comprehensive and serve the purpose of addressing each of your financial planning needs holistically.
Our plans are developed to be proactive and mindful of your unique financial goals. We fulfill our commitment to your ongoing needs. In doing so, we hope to help you prepare for any milestones you may encounter while preserving your financial future.
We will help bring order to your financial life, by assisting you in getting your financial house in order - at both the "macro" level of investments, insurance, estate, taxes, etc., and also the "micro" level of household cash flow.We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take and regularly review your progress towards achieving them.
We will help bring order to your financial life, by assisting you in getting your financial house in order - at both the "macro" level of investments, insurance, estate, taxes, etc., and also the "micro" level of household cash flow.We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take and regularly review your progress towards achieving them.
DeMore Wealth Management, LLC was founded as a client-focused firm, backed by motivated and experienced individuals. Our founder, David DeMore, recognized a growing need for personal wealth management and, with a sound philosophy, began developing strategies to meet the needs of affluent individuals and families.
Woodbury Financial Services, Inc. is an independent wealth management firm that provides us with back office, regulatory and operational support. Founded in 1968, Woodbury is driven by the philosophy that independence is the key to fulfilling sound investment decisions. Woodbury Financial is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States.
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