Wyoming Wealth Management

Business Details

Independent Financial Advisers in Cincinnati

Wyoming Wealth Management is an independent registered investment advisory firm dedicated to enhancing retirement confidence through personalized financial planning and wealth management. With over 25 years of local experience, we act as fiduciaries to provide unbiased guidance tailored to individual and small business needs. Our comprehensive approach reviews all financial aspects of clients' lives to create actionable steps toward achieving financial objectives.

We specialize in retirement planning, asset allocation, risk assessment, and fiduciary services for company 401(k) plans while maintaining transparency and client-centric values. Our Cincinnati-based practice combines deep local market knowledge with a commitment to lifelong financial education and adaptive portfolio management.

Services

Financial Planning Retirement Planning Investment Management 401(k) Plan Advisory Estate Planning

Highlights and features

We act as fiduciaries with legal obligation to prioritize client interests
25+ years of local financial advisory experience in Cincinnati
Personalized approach combining strategic and tactical investment management
Specialized expertise in retirement planning and corporate 401(k) advisory
Comprehensive financial planning addressing all aspects of financial health

Website

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Services

Financial Planning

Our comprehensive financial planning service creates personalized roadmaps for clients' financial futures. We analyze current financial status, identify goals, and develop actionable strategies covering retirement, education funding, and debt management. With regular reviews and adjustments, we ensure plans evolve with clients' changing life circumstances and market conditions.

Retirement Planning

Specialized retirement planning focuses on optimizing 401(k) plans, individual retirement accounts, and Social Security strategies. We help clients determine appropriate savings targets, tax-efficient withdrawal strategies, and risk management approaches to ensure sustainable income throughout retirement while minimizing tax liabilities.

Investment Management

Our investment management service combines strategic asset allocation with tactical adjustments based on market conditions. We conduct thorough risk assessments to create diversified portfolios aligned with clients' goals and risk tolerance, while continuously monitoring and rebalancing investments to maintain optimal performance.

401(k) Plan Advisory

We provide fiduciary support and investment consulting for company-sponsored retirement plans. Our services include plan design optimization, fee analysis, investment selection, and employee education programs to help businesses enhance retirement benefits while fulfilling regulatory requirements and fiduciary responsibilities.

Estate Planning

Our estate planning service coordinates with legal professionals to create comprehensive wealth transfer strategies. We help clients organize their financial affairs through wills, trusts, and insurance solutions to ensure efficient asset distribution while minimizing tax implications and preserving family wealth across generations.

People

Jeroen van Leersum

Principal, Financial Advisor

With over 25 years of Cincinnati financial experience, Jeroen holds an MBA from the University of Wisconsin. He specializes in retirement planning and investment advisory, combining international perspective with local market expertise to serve individuals and businesses.

Questions

What makes Wyoming Wealth Management different from other financial advisors?

As independent fiduciaries, we legally prioritize client interests above all. Our Cincinnati-based practice combines 25+ years of local experience with comprehensive financial planning and investment management expertise.

Do you work with both individuals and businesses?

Yes, we serve both individual clients needing personal financial planning and small businesses requiring retirement plan advisory services, offering tailored solutions for each client's unique needs.

What is your investment management approach?

We use a strategic asset allocation framework with tactical adjustments based on market conditions, combining risk assessment with personalized portfolio management to achieve clients' financial objectives.

How do you handle retirement planning for company employees?

We provide fiduciary support for corporate retirement plans, including investment selection, fee analysis, and employee education programs to help businesses optimize their 401(k) offerings.

What geographic areas do you serve?

Our primary office in Cincinnati serves clients throughout Hamilton County, including Wyoming, Mason, and surrounding communities, with both in-person and virtual consultation options available.

How often do you review financial plans with clients?

We conduct regular reviews to ensure financial plans remain aligned with clients' goals and life changes, typically scheduling quarterly portfolio reviews and annual comprehensive financial plan updates.

Reviews (6)

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Steph Hull

Oct 30, 2021 Report

Jeroen is extremely professional and knowledgeable about all aspects of finance and future planning. He will take the time to get to know your goals and is always available for honest and comprehensive advise. I highly recommend his services and greatly appreciate all he has done for me!

Elizabeth Gering

Mar 02, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Jeroen was great with discussing our current portfolio and suggestions in how to grow our wealth. He was very concise and straightforward about what we need to do and helped me transition my retirement accounts after a tumultuous job change.

Craig Herget

Jan 12, 2021 Report

I refer all of the people I care about to Wyoming Wealth Management!
Jeroen always takes time to understand all the factors at play and helps me look at the big picture. He has a very comprehensive approach to financial planning. Jeroen has been managing my investments for several years and Im very pleased with his performance. Hes also been a great resource for other financial matters, home refi, retirement savings as well as picking the correct investments for my 401K through my employer. Hes never pushy and always has a strong rational behind the suggestions he brings to the table

Eric Stock

Dec 26, 2020 Report

Positive:Professionalism,Quality,Responsiveness,Value
Jeroen is incredible to work with. He makes things easy to understand and really goes to bat for his clients. He is always looking out for the clients best interests. His hard work and dedication ensures that you are getting the most from your investment. I would highly recommend his services.

Pam Hall

Nov 01, 2020 Report

We have come to trust all our financial planning to Jeroen van Leersum. He has helped us with retirement planning, 401(k) investment review and advise, ensuring we are on track with our 529 plan for our daughters college education, as well as estate planning. He does not treat you like an account or plan number. He shows genuine concern for and interest in our family and future. He takes the time to understand what is important to us and helps us work to make that happen. No hard sell or pressure to follow his advice. He offers great direction and advice but with Jeroen, you truly set the pace

Andy Peterson

Jul 15, 2020 Report

Jeroen is a man of the utmost integrity, which is what you want when it comes to financial matters. He has a balanced view of wealth management based on his many years of experience. I also like that he took the time to get to know my family and understand our goals and then he tailored his approach from there.