Helping people create, manage, and preserve wealth.

About Us

WMG Team Picture

WMG is family owned and operated. Founder Michael (Mike) Griesmeyer started WMG in 1991, since then we’ve been dedicated to our clients. WMG is an independently owned financial services firm specializing in investment management and financial planning.

WMG clients receive independent financial advice backed by 30 years of investment management experience. We partner with industry leading custodians to provide our clients low fees and greater investment options. WMG uses the combination of low fees, custom investment options, and individual management to provide clients with higher returns.

We hold our team to the highest level of integrity, operating as a fiduciary. Our trustworthy Financial Advisors build long term relationships with clients. We understand the importance of your financial future, and we strive to help you reach your personal financial goals.

The WMG Philosophy – Our Vision, Mission & Values

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Our Services

What sets WMG apart?

WMG requires our advisors to operate as “fiduciaries” for our clients.

What is a fiduciary? A fiduciary is an advisor who must act in your best interest.

WMG advisors must do their best to ensure their advice is informed by complete information, which means looking into all potential options for a client. Advisors are also required to avoid and disclose any conflicts of interest, and always aim to execute trade orders at the lowest price and with the most efficiency.

If you’re looking for a financial professional that will always put your interests first, you’re in the right place.

Ready to start? We’re here to help

Nothing compares to the confidence you get from knowing you’re prepared for your financial future.

Retirement Planning

Our team will work with you to determine the best plan or strategy to pursue your retirement goals.

Financial Planning

Gain confidence by knowing you’re prepared for your financial future.

Tax Planning

Our team will work with you to develop a comprehensive tax minimization plan.