HAMER WEALTH MANAGEMENT GROUP

Our goal is that you learn something new every time we meet and to deliver important, timely financial information. We are committed to building an environment of trust and transparency. We believe in the fundamentals of modern portfolio theory and will periodically review your asset allocation strategy with the goal of optimizing investment diversification... We offer a complete range of financial services for the high net worth investor located in and around Waterloo, IA. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment... Drawing upon Stifel's high-caliber research, experience, and technological resources, we will develop, implement, and help you manage a plan that aligns with your unique financial challenges and goals. A father-son team, we are personally committed to helping you pursue your long-term..

Also known as: Hamer