Emde Wealth Management

Emde Wealth Management is a firm that guides individuals and families through the challenges of financial planning. We are here to consult our clients and develop strategies that meet their financial goals. We believe in developing strong relationships through personalized service, built upon trust and respect. 

Evaluation of each client's specific scenario and open communication is critical to ensure that we develop strategies tailored to the client's needs. We assess current assets, make recommendations, develop and execute strategies to achieve each objective. This process provides our clients with a clear understanding of where they are now financially and where they would like to be.

Our Services

 

Retirement Planning

Emde Wealth Management works with clients to guide them into and through retirement. We collaborate with each client through detailed conversations to gain a true understanding of their needs. We then create a plan and develop solutions to meet each specific goal. ​Wealth management incorporates...
 

College Planning

“529 plans are an attractive estate-planning vehicle, with tax benefits that allow you to contribute up to $18,000 ($36,000 for married couples) annually without gift-tax consequences. Under a special election, you can invest up to $90,000 ($180,000 for married couples) at one time by accelerating...

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.