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

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.

The Focal Point Interview

The Life Map interview gives your financial advisory team a 360° view of who you are and what your ultimate objective are by delving deeply into your values and goals, risk tolerance, credit needs, liquidity, family and estate matters, and service preferences. We also get to know you personally and begin building a genuine relationship.

Life Map Presentation/Investment Overview

Your team will present your Life Map and a high level investment overview, which will include a recommended balance of the appropriate mix of assets based ony our goals, risk exposure, and return requirements. We will also identify gaps in your plan and how we can help remediate them.

Mutual Commitment

We review our investment policy, communication, and service plans to ensure that they are aligned with your expectations. Each meeting in the process is designed to identify and address needs and build a long-lasting, trust-based relationship.

The Advanced Plan

We will present a comprehensive financial and life empowerment wealth management program. The Advanced Plan, which incorporates expertise from tax, estate, insurance professionals, and personal bankers, will also be discussed.

The Life Plan Engagement

Implementation begins with a review of the capabilities and services involved and the outline of specific action steps to ensure a common understanding and consistent execution on the part of your Ullmann Wealth Partners team.

The Financial Progress Report

Your team actively manages your plan and regularly revisits your goals, requirements, and personal circumstances, measuring milestones, and annual targets. They then proactively address your evolving needs and recommend new ideas to add value.

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.

  • Increase cash flow
  • Decrease Taxes
  • Decrease Debt
  • Property and Casualty Insurance
  • Long-Term Care Insurance
  • Life Insurance
  • Titling of Assets
  • Protection of Wealth
  • Develop and implement an estate plan in conjunction with your Estate Attorney
  • Review wills and trusts
  • Coordinate and monitor estate planning documents
  • Beneficiary designations
  • Investment policy created based on your goal-based plan
  • Strategic asset allocation
  • In depth, due diligence performed on all investment selections
  • Philanthropic giving strategies
  • Annual gift management
  • Analyze insurance needs and existing coverage
  • Review Long-Term Care, life and disability insurance
  • Business insurance including buy/sell and key man
  • Annual review of income tax returns
  • Proactive suggestions to minimize current and future tax liabilities

Interested in our Wealth Management Services?

Our Second Opionion Service offers a no obligation opportunity to familiarize yourself with our process.  

See the Video

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