Wiemann Wealth is a locally owned and operated Wealth advisory practice. We assist our clients in the financial aspects of major life transitions (e.g., marriage, divorce, loss of loved one, retirement), and offer holistic financial planning and portfolio management services, longevity planning, retirement and tax planning and risk management services. Wiemann Wealth is an independent practice affiliated with Raymond James Financial Services.
The practice is led by Shelly A. Wiemann, CERTIFIED FINANCIAL PLANNER professional and Branch Manager. Our team includes Nancy Quartey, Client Relationship Manager, and Len Ulish, Paraplanner.
Wiemann Wealth has operated in Los Alamos county since 2020. More information can be found at https://www.raymondjames.com/wiemannwealth
Wiemann Wealth, 2101 Trinity Drive Suite T, Los Alamos, NM 87544 View Map
2101 Trinity Drive Suite T , Los Alamos, NM 87544