|3330 Mt. Vernon Rd SE
Cedar Rapids, IA 52403
At The Wehrheim Group, we accept responsibilities as a team. Our commitment
to this team approach is unique to this business, and it allows us to meet our
client’s needs by combining the talents and strengths of the group.
We firmly believe your money is exactly that...your money. Once we have a
thorough understanding of your needs and goals, we can create a “personalized”
A common practice in estate and business planning is for our team to coordinate
strategies with your attorney and accountant. With a group of professionals
working together for you, you can feel confident about your decisions.
Our team is continually evaluating financial information, allowing us to make
sound decisions when implementing strategies.
Expect the best at The Wehrheim Group: friendly, professional service, with a
- Evaluate—We start by examining your
current expectations. Once we know where
you want your money to take you, we can
begin drafting the roadmap to help get you
- Educate—We believe the more you learn
and understand the things that impact your
financial future, the easier it is for you to
have peace of mind. We work to
accomplish this through one-on-one
counseling, and small group seminars on
various topics, as well as printed and visual
- Implement—This is the decision-making
step in the investment process. We use our
market and product knowledge to find
suitable choices. If necessary for your
situation, we consult with other
professionals, such as accountants and
attorneys. Once you feel comfortable with
your decisions, it is time to invest.
- Monitor—Our job does not end when your
investments are purchased. If fact, it is just
the beginning. We continually evaluate
world markets and examine various
investment choices. You will receive
statements providing details of your account
and reviews may be conducted to readjust
your investments as necessary.
|If you would like to receive more information or ask a question about our services,
please contact us at 319-294-3131.
|Email us with questions or comments about this web site.
Copyright (c) 2008-2018 The Wehrheim Group, LLC, all rights reserved
Website designed by Rachel Wehrheim. All photos by Nancy Wehrheim unless otherwise indicated.
Page last updated on November 1, 2018
3330 Mt. Vernon Rd SE
Cedar Rapids, IA 52403
Investment and advisory products and services offered through Nations Financial
Group, Inc., Member FINRA/SIPC, a Registered Investment Advisor. The Wehrheim
Group, LLC., is a separate entity and not affiliated with Nations Financial Group, Inc.
Availability of investment services subject to applicable licensing requirements. Please
see Disclosures for more details.
Security products are not insured by the FDIC or NCUA; are not deposits or other
obligations of Linn Area Credit Union and are not guaranteed by Linn Area Credit
Union. All investment products are subject to investment risk including possible loss of