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This We Believe

Good financial guidance doesn’t have to be expensive. We don’t think it makes sense to burden a portfolio with fees that hinder growth opportunities. Instead, we keep the cost of our advice low so that your portfolio can work harder for you.

We build efficient portfolios that not only have low fees, but they are also tax-sensitive. We do this by looking for tax-efficient opportunities and employing low cost, low turnover ETFs.

We are also fixed income specialists that help clients proactively manage the duration and credit risk of their bond portfolios. Not only do we believe bonds provide capital preservation and income, but we also strive for appreciation for bonds in today’s volatile market environment.

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We’re here for you!

Bischoff Wealth Management (BWM) is an advocate of low cost, tax-efficient portfolios. As an independent firm and Registered Investment Advisor (RIA), we are able to provide the flexible structure needed to offer simplified investing to our clients with exclusively low fees. Experience the Bischoff difference.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Planning

Planning

The first step is establishing your goals, objectives, and risk tolerances; in other words, what you want your money to do for you.

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Organization

Organization

Proper organization is critical to your long-term investment success and helps us to optimally position your assets for both cost and tax-efficiency.

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Investment Process

Investment Process

Our investment process is driven by our relationship with you, the client, as we learn your goals, objectives, time-horizon, and risk tolerance and then we translate those things into tax and cost-efficient portfolios.

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Portfolio Management

Portfolio Management

We place a high value on communication with our clients; making sure we stay in touch with you on a regular basis through telephone calls, e-mails, and in-person meetings. This allows us to proactively help you manage your assets and make sure they are staying in line with your goals and objectives in a volatile market environment.

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Our Investment Strategy

Our Investment Strategy

We believe how and where you own certain asset classes is just as important as what you own.

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<p>Retirement Realities</p>

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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<p>Investment Strategies for Retirement</p>

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.
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<p>The Other Sure Thing</p>

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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