Our Firm
Ames & Weinheimer, A Diversified Financial Services Practice
Ames & Weinheimer is a referral driven financial services firm that is built on over 60 years of combined experience in the industry. We offer fee-based financial planning through our affiliation with Ameritas Investment Corp. Our business model is based on referred clients, which allows us to focus more on helping our clients, with less emphasis on marketing. The three divisions of financial planning offered are Business Planning, Personal Financial Planning and Wealth Management.
There are three divisions of financial planning, each comprised of several components.
Business Planning
- Financial Ratios
- Business Valuations
- Recruit/Retain Key Employees
- Key Employee Compensation
- Employee Benefits
- Exit Strategies For Owners
Personal Financial Planning
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Cash Management
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Income Tax
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Investment Selection
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Accumulation Goals
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Financial Independence
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Risk Management
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Estate Distribution
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Business
Wealth Management
- Investment Selection
- Investment Taxation
- Cash Management of Investments
- Monitor/Report on Investments
- Estate Distribution
- Risk Tolerance Evaluation
Clients receive the highest level of communication and service from Ames & Weinheimer and its dedicated staff. Clients benefit because of the comprehensive approach to their financial planning concerns. They experience the added benefit of working one on one with a financial advisor to address all their planning concerns.
How We Get Paid
Ames & Weinheimer offers fee-based financial planning through it's affiliation with Ameritas Investment Corp. In addition to fees, we accept referrals from our satisfied customers, and also earn commissions when clients request assistance in purchasing insurance and investment products.
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