Wyoming Wealth Management, LLC is an Independent Register Investment Advisory (RIA) firm offering financial planning and wealth management to individuals as well as working as an adviser on company retirement (401k) plans. As an independent advisor, we always act as a fiduciary by providing unbiased guidance that is in our client's best interest.
Wyoming Wealth Management adopts a comprehensive approach. As such, we review all financial aspects of our clients' lives in a effort to better understand their needs as well as provide the necessary guidance to allow them to make enhanced financial decisions. This is integral to the financial planning process.
Wyoming Wealth Management adopts a comprehensive approach. As such, we review all financial aspects of our clients' lives in a effort to better understand their needs as well as provide the necessary guidance to allow them to make enhanced financial decisions. This is integral to the financial planning process.
Services
Originally from the Netherlands, he now lives in Wyoming, Cincinnati with his wife Lindsey, daughter Vera and our menagerie of pets. He earned a BA in Economics from the University of Cincinnati and a Masters from the University of Wisconsin. He has worked locally in finance and investments for more than two decades.
Wyoming Wealth Management offers a large variety of services to both individuals and small companies. Through these services we enable our clients to make smarter financial decisions, which enrich their lives and help them achieve a sound financial future. Financial independence or retirement are a lot like running a marathon as both require diligence and commitment.
Reviews (10)
Steph Hull
Oct 30, 2021
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Elizabeth Gering
Mar 02, 2021
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Craig Herget
Jan 12, 2021
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I refer all of the people I care about to Wyoming Wealth Management!
Jeroen always takes time to understand all the factors at play and helps me look at the big picture. He has a very comprehensive approach to financial planning. Jeroen has been managing my investments for several years and I’m very pleased with his performance. He’s also been a great resource for other financial matters, home refi, retirement savings as well as picking the correct investments for my 401K through my employer. He’s never pushy and always has a strong rational behind the suggestions he brings to the table
Jeroen always takes time to understand all the factors at play and helps me look at the big picture. He has a very comprehensive approach to financial planning. Jeroen has been managing my investments for several years and I’m very pleased with his performance. He’s also been a great resource for other financial matters, home refi, retirement savings as well as picking the correct investments for my 401K through my employer. He’s never pushy and always has a strong rational behind the suggestions he brings to the table
Eric Stock
Dec 26, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Jeroen is incredible to work with. He makes things easy to understand and really goes to bat for his clients. He is always looking out for the clients best interests. His hard work and dedication ensures that you are getting the most from your investment. I would highly recommend his services.
Jeroen is incredible to work with. He makes things easy to understand and really goes to bat for his clients. He is always looking out for the clients best interests. His hard work and dedication ensures that you are getting the most from your investment. I would highly recommend his services.
Pam Hall
Nov 01, 2020
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We have come to trust all our financial planning to Jeroen van Leersum. He has helped us with retirement planning, 401(k) investment review and advise, ensuring we are on track with our 529 plan for our daughter’s college education, as well as estate planning.
He does not treat you like an account or plan number. He shows genuine concern for and interest in our family and future. He takes the time to understand what is important to us and helps us work to make that happen. No hard sell or pressure to follow his advice. He offers great direction and advice but with Jeroen, you truly set the pace
He does not treat you like an account or plan number. He shows genuine concern for and interest in our family and future. He takes the time to understand what is important to us and helps us work to make that happen. No hard sell or pressure to follow his advice. He offers great direction and advice but with Jeroen, you truly set the pace
Andy Peterson
Jul 15, 2020
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Jeroen is a man of the utmost integrity, which is what you want when it comes to financial matters. He has a balanced view of wealth management based on his many years of experience. I also like that he took the time to get to know my family and understand our goals and then he tailored his approach from there.
Lindsey S.
Mar 27, 2020
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Jeroen is a great help to me when it comes to planning for retirement. I had quite a few 401k accounts from past jobs and he made it very easy for me to consolidate them into one place so that I actually know what I have saved for retirement. He takes the time to explain why we are doing everything that we are doing; which is great as I am not a numbers person. He is great at following up when I drag my feet or forget to do something that we talked about. I truly feel that he has my best interests at heart and knows what he is doing with my investments.
Pat Gruen
Feb 02, 2020
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When I was getting ready to retire, Jeroen met with me and reviewed my finances from top to bottom. He talked to me about what I wanted to do during my retirement and he put together a plan that was tailored to me. Jeroen helped me rollover my 401k, transfer my IRA, and he gave me advice about how much, how often, and from which account I should withdraw money. He invested in a way that made me comfortable. (I’m not a risk taker.) I know that Jeroen is looking out for me and that has been a big comfort to me as I move into this next stage of life.
Holly Hensley
Jan 30, 2020
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Been working with Jeroen for about 8 years and in that time he has helped walk us thru building our business(s), purchasing primary residence and investment properties, build our 401K(s), and a myriad of other facets of our "bigger picture". He has always been quick to handle any issues or questions while being thorough when responding and explaining things.
M. G.
Jun 30, 2019
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Jeroen van Leersum has been helping me and my family with every aspect of our financial lives for many years. When my daughter was born and I wanted to start planning for her college education, Jeroen explained the benefits and differences of 529 Plans and Education IRAs and helped pick the best option for us.
When I changed jobs, Jeroen reviewed the retirement plan options available and helped me pick investments that were suitable and low cost.
When we decided to buy a new home, we went to Jeroen for advice on whether to pay cash or take out a mortgage. (I was surprised by the answer and by
When I changed jobs, Jeroen reviewed the retirement plan options available and helped me pick investments that were suitable and low cost.
When we decided to buy a new home, we went to Jeroen for advice on whether to pay cash or take out a mortgage. (I was surprised by the answer and by
