On the job in Los Alamos is Shelly A. Wiemann, CFP, in her office Monday at Wiemann Wealth Strategies Raymond James at 2101 Trinity Dr. Ste T. ‘We help our clients through the financial aspects of life changes (e.g., retire, marry/divorce, death of spouse or parent, job loss, starting a small business),’ Financial Advisor Wiemann said. ‘We offer complementary consultations for new clients and 98 percent of our account paperwork can be signed electronically.’ Wealth Strategies also facilitates family meetings for clients and their adult children to discuss estate and wealth transfer plans, she said, adding, ‘We work in coordination with CPAs and estate attorneys to ensure our clients holistic financial needs are met.’ For information, visit www.wiemannwealth.com or call 505.500.8428 or 505.929.9313. #worklosalamos #wherediscoveriesaremade. Photo by Jenn Bartram/ladailypost.com
Shelly A. Wiemann, CFP, left, of Wiemann Wealth Strategies Raymond James with her Office Manager Cathy Shisler Monday in front of their office at 2101 Trinity Dr. Ste. T. Photo by Jenn Bartram/ladailypost.com

































