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
 

  • Business Valuation
  • Recruit/Retain Key Employees
  • Key Employee Compensation
  • Employee Benefits 
  • Exit Strategies For Owners
     

Personal Financial Planning


  • Cash Management  
  • Income Tax 
  • Investment Selection 
  • Accumulation Goals  
  • Financial Independence  
  • Risk Management  
  • Estate Distribution  
  • Business
     

Wealth Management

  • Investment Selection 
  • Tax Efficiency
  • Cash Management 
  • 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.