We are different from many wealth management firms in that we strive to reach out with our clients every quarter to do an in-depth review of their investments. We are here to individually service our clients, by supporting their long term wealth and retirement goals.
Every investor is looking for a different goal and this needs a different investment approach; one that takes their portfolio to the best possible performance with the least amount of risk.It is not how much you make in performance, but how much you keep for your retirement savings. Our portfolio management seeks to preserve and potentially grow your wealth.
Every investor is looking for a different goal and this needs a different investment approach; one that takes their portfolio to the best possible performance with the least amount of risk.It is not how much you make in performance, but how much you keep for your retirement savings. Our portfolio management seeks to preserve and potentially grow your wealth.
Services
Gray von Adelung has prepared and delivered a little over 300 hundred personal financial plans in the last 15 years. Our mission is to create wealth for our clients by eliminating client debt and increasing wealth and cash flow. We meet with our clients every quarter and do an in-depth financial review.
Von Adelung Wealth Management reaches out to every client every quarter for a review of their finances. While this is not a mandatory requirement, we hope to make sure all clients are on top of their financial wealth. The goal is to increase their net worth and completely eliminate any debt. Financial planning is a life-long process that assists you and your family in taking control of your financial future.
At von Adelung Wealth Management, we can help with all your insurance needs, including Life, Annuities, Disability, Business Continuation, Health, Long Term Care, and Catastrophic Insurance. Part of any financial planning process would include life insurance as a possible strategy to use for family protection or tax-free income at a later time.
We live in a world where global information travels at the speed of light; where there are many investment opportunities which need research and validity. Many promise the potential for reward. At von Adelung Wealth Management we believe selecting the right combination of these opportunities is an ongoing challenge.
There are many IRS qualified retirement plans too choose from that are 100% tax deductible. Some have a yearly cost to open and fund; some plans do not have any costs associated with them. We provide help with these plans as a service; to ensure our clients are making their retirement goals. As a business owner you want to most efficient plan for your personal situation and monitor the plan yearly for the largest tax deduction.
Reviews (10)
Chuck Wohlberg
Feb 02, 2020
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We have been with Von Adelung Wealth for over 10 years. The company has helped us grow our investments We now have accounts for our kids too. Gray takes time to review our accounts and advise us on actions we should take. He is trustworthy which is very important. We highly recommend his company to others.
Bill Johnson
Jan 29, 2020
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Gray Von Adelung has been managing my investments for over two years now. One thing I really like is that Gray spends the time with me to make sure I fully understand the short and long term strategies and is open to my input as well. Over the last two years, despite the market volatility, my fund has done well, achieving the initial goals I set out when I first invested with Gray, i.e., Im making decent returns and thats whats its all about!
Marty Prince
Dec 16, 2019
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Gary Patrick
Dec 08, 2019
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Evan Wecksell
Oct 28, 2019
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Janice McCarty Design
Sep 11, 2019
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Ferdinand Haag
Jul 25, 2019
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Kelly Meyersfield
Jul 06, 2019
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Vinayak Pal
Jul 04, 2019
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Craig Kelsay
Oct 04, 2018
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I have known Gray von Adelung for about 6 years and have found him to be one of the most caring and ethical people I have every known in the financial services industry. He also has the experience and knowledge to give sound financial advice, not just react to the current up and down of the markets. I'd strongly recommend Gray to anyone who needs financial services of any kind. He's a pro!
