Meet Climer Wealth Management Group
Our team brings over 50 years of combined experience to support our clients.
Our family-oriented approach to wealth management has led to strong relationships and multi-generational planning.
We Always Put You First
We take pride in our comprehensive planning and research-based process.
As a planning-based practice, each client relationship starts with a comprehensive financial plan based around goals we identify and develop together.
At Climer Wealth Management Group, we believe in service over self. If we serve our clients well, then we know the business takes care of itself.
We value our clients like we value our families. We are there for you throughout your financial journey and for the generations to come.
We know there is a broad range of financial questions and challenges faced by families. We are here to provide a variety of services to help support you and your family, including:
Estate planning is a priority for our team and is involved in our development of comprehensive financial strategies. Our team is here to get to know your needs and support you as you develop an estate plan. We also have useful articles, calculators, videos, and presentations that you can review to familiarize yourself with the topic.
Managing Director, Financial Advisor
Vice President, Financial Advisor
Senior Registered Client Service Associate
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."