Do our firm values align with your beliefs?

Our values and integrity are the backbone of our business.

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Do you fit the mold of one of our clients?

We assist families and clients from many different walks of life.

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Should you consider a financial professional?

Common scenarios when it could make sense to use Ulm Tree's services.

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Who are we?

Professional Wealth Advisors with over 50 years of combined professional experience in the finance and accounting sectors. Ulm Tree Wealth Management is a full-service financial consulting firm dedicated to helping you build wealth and protect your hard-earned assets.

Our firm is independent, so our loyalty belongs exclusively to our clients.

Building trust and confidence

As professional wealth advisors, we offer the following to you:

A customized suite of services

We offer a wide range of solutions customized to meet you and your family's needs and priorities.

Flexibility in approach

We will invest time to fully understand your goals and dreams with a personalized plan.

Unique knowledge and expertise

With over 50 years of experience, we know how to tailor advice to help you pursue your goals.

Easy and prompt accessibility

We understand the importance of being available during times of need or market changes.

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Newsletters

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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