Welcome and thank you for visiting Bucholtz & Germo
Wealth Management with a Difference
At Bucholtz & Germo we help you clearly define your financial and life goals, consider your options, then take action to make your dreams a reality. We place your needs at the center of every decision.
Through this process we develop a lasting relationship with our clients and receive a sense of satisfaction as clients achieve their goals.
Please explore our site to learn more about the importance of working with a Certified Financial Planner™ Professional, the benefits of using the financial planning process, and concrete steps you can take to move closer to your goals and dreams.
If you would like to learn more or take advantage of our complimentary first meeting, click here.
Discover and document your financial goals
Bring all the pieces of your financial life together
Communicate financial concepts in a way you can understand
Provide fee-based advice
Implement your plan and make adjustments over time