A customized and collaborative approach to wealth management.
Our Discipline. Your Freedom.™
Successful financial outcomes come from having a disciplined plan and using a team of competent advisors who understand investment goals, cash flow needs, the need to keep solutions simple, and remain optimistic when others get bogged down with the near term noise and pessimism of the moment.
At Ullmann Wealth Partners, we have thought long and hard both about the planning process and wealth management. We have created a customized, comprehensive and systematic process to identify a client’s strengths, concerns, and opportunities for the future, and then build an investment plan to follow going forward. We focus on tax mitigation and increasing cash flow throughout the process to preserve and enhance the wealth you have created.
Once the plan is completed and assets are allocated and invested, we then implement our system of modifying, rebalancing, and reviewing progress towards our clients’ annual and multi-year goals as governed by their plans.
Philosophy
Beholden to No One - Except You
Our desire is to help you achieve and maintain financial independence and confidence with an investment philosophy built on proven principles. Recommendations are constructed on rational analysis, not the emotion or group think often sparked by trends, booms, and rushes. Our open-architecture platform means we are independent thinkers, never influenced by the product preferences of a single investment firm.
Instead, we draw upon vast, unbiased resources to build a diverse portfolio and asset mix that is just right for you—one that will be rebalanced systematically to meet the changes and challenges that may come down the road.
What to Expect
When you partner with us, you can expect a customized yet systematic process to help you achieve overall financial health. Throughout each step of our The 360° Financial Discipline Process, we personalize the experience to you and your needs and are always available to answer any questions as they arise.
To learn what happens during each step of our process, hover over the different time period sections in the diagram below.
How We Serve
Our service model is integrated across the full range of financial disciplines, bringing you a comprehensive approach to wealth management. This approach combines investment management, financial planning, advanced planning, and relationship management to help you achieve your goals.
We understand each person’s situation is unique and we approach every client relationship as such. We want you to have the financial confidence to live the life you want to live. Our all- wealth management services are designed to help you achieve that goal. These services include Investment Management, Wealth Enhancement, Wealth Planning, Wealth Transfer, Insurance, Tax Planning, Philanthropy/ Charitable Giving.
We regularly review your goal-based plan with you to confirm you are on track to reach your objectives. We also check to determine if any changes have occurred that impact your plan and look for areas of enhancement. We understand life circumstances change and these variations can impact your wealth. Managing wealth is a dynamic and ongoing process. The services needed at the beginning of your relationship with us may not be the same as those needed after a significant life event. We are here to help you stay on course every step of the way.
Beyond Investment Management
Comprehensive Expertise in Coordination with Your Professional Advisor Network
Our comprehensive know-how and professional network allow us to skillfully access and apply the very best resources and most relevant wealth management solutions to meet your goals and challenges. To ensure consistent, thorough attention to your needs, we also work closely with your private banker, insurance advisors, tax, and legal advisors.
Hover over each of the areas of expertise in the graphic below to learn more about our comprehensive offerings.
