Our Services

Neumann Capital Management, LLC is a comprehensive wealth management firm. Whatever services you require, for every stage of life, we are here to help.

We’re holistic, remember?

Check out some of our services:

Investment Management

  • Portfolio Management to grow and protect your wealth.
  • Employer Retirement Plan Account Review to ensure your retirement is on track for the future.

Financial Planning

  • Personal Financial Planning to guide you to the future you’ve always envisioned.
  • College Planning to prepare for one of life’s most important investments.
  • Tax Review to maximize your annual earnings.

Additional Services

  • Estate Plan Review to affirm your legacy and uphold your values.
  • Insurance Review to make sure you’ve got everything covered.
  • LGBTQ Planning to define strategies unique to you and your community.

Minimum total portfolio required: $2,000,000