WM Wealth Management

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id: 38170827
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6165 NW 86th St
Johnston, IA 50131

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(515) 727-1717
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Creating Sound Retirement Income Plans for the days ahead.

 

Owner Message

  • WM Wealth Management specializes in Retirement Income Planning.  We work with people in the Des Moines area who are ready to transition from their working years to their living years and help them set up successful retirement distribution strategies.

    We provide a customized Client Retirement Roadmap that helps our clients crystallize their financial objectives and establishes key action steps that helps them move toward their financial goals.

    We educate our clients on the nuances of Social Security to help them navigate through the many options that are available and provide solid recommendations on how to maximize their benefits.

    We provide financial solutions by leveraging strategic relationships with leading insurance and investment firms.

    James and Loren collectively have over 26 years of experience in the financial services industry.  The majority of their experience is centered on working with retirees and pre-retirees.  They construct comprehensive retirement plans to help their clients maneuver around the many obstacles that prevent people from having a successful retirement. Specifically, James and Loren assist their clients through implementation of effective tax reduction, Social Security income and portfolio management strategies to ensure that they enjoy the retirement that they have been dreaming about for a lifetime

    James Weiss, ChFC??A?  and Loren Merkle, CFP??A? are the co-owners of WM Wealth Management. James and Loren collectively have over 26 years of experience in the financial services industry. The majority of their experience is centered on working with retirees and pre-retirees. They construct comprehensive retirement plans to help their clients maneuver around the many obstacles that prevent people from having a successful retirement. Specifically, James and Loren assist their clients through implementation of effective tax reduction, Social Security income and portfolio management strategies to ensure that they enjoy the retirement that they have been dreaming about for a lifetime.

    James Weiss has passed the following security licenses: Series 7, Series 26, Series 63, Series 6 and Series 65.

    Loren Merkle is a CERTIFIED FINANCIAL PLANNER??A? professional. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP??A? and CERTIFIED FINANCIAL PLANNER??A? in the U.S., which it awards to individuals who successfully complete the CFP Board initial and ongoing certification requirements. Promoting the highest ethical standards and offering a range of educational opportunities online and around the world. Professionals earning these designations adhere to codes of ethics, compliance procedures, and ongoing education requirements in addition to the strict requirements of the SEC.

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    Our Mission

    Our Clients Come First

    WM Wealth Management (WM),has consistently put the requirements of its clients first. We listen to the people who matter most: OUR CLIENTS.

    The Mission for WM Wealth Management(WM)

    Our mission is to provide the comprehensive wealth management demanded by our clients with significant financial worth. We do this by providing expert financial advice across a broad spectrum of disciplines together with exemplary client service.

    Our advice is customized to meet the dynamic needs of our clients.

    We aim to provide a total solution to the issues created by significant wealth,thereby leaving WM clients free to pursue those activities which helped them to generate that wealth,or enjoy their lifestyle.

    Best Advice,Best Practice

    Our role is to manage our clients' wealth. As an independent organization, WM Wealth (WM) can offer unbiased advice without conflict of interest arising from the need to prioritize proprietary financial products.

    We maintain in-house expertise in the key disciplines of Wealth Management: Asset Management,Risk Management & Insurance,Financial & Estate Planning,Business Retirement & Charitable Planning and Consolidated Reporting.

    However,we do not ask clients to give up existing advisory relationships. Instead,we will work with trusted CPAs,Attorneys,etc. to recommend strategies that best address your stated needs.

    Where external expertise is available,we will seamlessly integrate their input to the benefit of our clients.

Additional information
  • Hours: Mon-Fri 8am-5pm, Sat Closed, Sun Closed, Appointments Available
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