What is Personal Wealth?
You might be surprised to hear a financial advisor tell you that it’s more than money. We define personal wealth as the sum of the things you value most in your life. For some people, personal wealth means financial security. For others, it means an education, or running a business that you’re passionate about. Or, it could simply mean the free time you need each day to create a life of health, happiness, and well-being.
At the Oeming Group, we don’t believe in an institutional, one-size fits all approach to wealth management. Instead, we work closely with each of our clients to achieve their personal definition of wealth.