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At Wallem Associates we believe in a comprehensive approach to building and preserving wealth.

While some advisors focus only on investments, we take a broader perspective. Building on our core asset class investing philosophy, we help clients combine a prudent investment strategy with a well coordinated, overall financial and wealth management plan.

This is the difference between being investment-focused and client-focused.

We believe that successfully navigating today’s complexities requires an advisor with a broader set of skills and knowledge. You need an advisor who can not only allocate your assets effectively and manage your portfolio, but also help you manage your liabilities, plan for the distribution of your estate, minimize your taxes, and plan for your retirement.

In short, you need a trusted confidant who can help you make smart, overall financial decisions and who has the experience and knowledge to guide you through the often complex and confusing areas of personal finance.

Our Advisors

Jeff Wallem
Jeff Wallem, CFP®
Financial Advisor
Mike Sullivan
Michael Sullivan, CFP®
Financial Advisor

Our Support Team

As you call or visit Wallem Associates you will interact with Penny or Kris, our long time staff members. They have many years of experience in the financial world and we count on their passion for accuracy and security, and their devotion to you, our clients. And they keep us laughing. It’s a great combination. Say hello to Kris or Penny the next time you stop in or call.

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