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: $1,000,000
