ABMEYER

Abmeyer Wealth, an Ascentis Wealth Team

@abmeyer_wealth_management

Dallas, Texas
https://www.ascentiswealth.com
Financial Services

Overview

About Abmeyer Wealth, an Ascentis Wealth Team

Our mission at Abmeyer Wealth is to ensure that your use of capital, be that in the forms of time, money, energy and attention, aligns with what’s important to you in the scope of lifestyle, legacy and philanthropy. Our promise to you, as your trusted advisor, will always be to provide you with financial advice that’s in your best interest. We begin by getting to know and understanding your needs, wants, and long-term aspirations as we look to define your statement of financial purpose.

We understand the challenges busy, high-powered professionals and business owners face today. From cash flow management to asset protection, tax-efficient exit planning and legacy transfer strategy, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals and give you peace of mind. Through our Simplicity by Design process, we help make the complex more simple.

As a women-led firm, we offer unique perspectives for our women business executives, owners, and financial decision makers. As we build out our #AbmeyerWomen Group, we aim to provide a community that encourages women to confidently and actively participate in securing their financial future in congruence with what's most important to them.

We believe in thinking “outside of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Headquarters

Dallas, Texas

Website

https://www.ascentiswealth.com

Company Size

11-50 employees

Industry

Financial Services

Company Type

Privately Held

Founded

2022

Specialties

Investment Management, Financial Planning, Insurance, and Trust, Tax and Estate Planning

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