Investment Management & Consulting

What do we do different?

At Bucholtz & Germo, we believe the key to successful investment management starts with listening to you, the client.

By making sure we understand what you want, we are able to tailor our investment strategy to fit your investment personality. This approach helps eliminate surprises and sets reasonable expectations for our work together.

We keep expenses low, use a fee-based investment approach, avoid commission-based products, and communicate our investment plan in a way you can understand. We view it as our responsibility to explain everything in a way you are able to understand so that you can make informed decisions. We also search out opportunities to lower your tax burden now and in the future.

Finally, we understand the different approach clients must use when shifting between how they invest in their working years versus the changes that should be made as they approach and enter retirement.

If you are ready to take the first step to improving your financial future, click here for the First Meeting Organizer. Once you submit a completed First Meeting Organizer, we will contact you to schedule an appointment for your complimentary first meeting.