Weichel Fuller Financial

Our Weichel Fuller team is a boutique wealth management firm that offers an empathic experience in which we uncover blind spots and opportunities for our clients. As architects of intentional solutions, we solve financial ambiguity and concerns for businesses and families. Fostering clarity through insightful questions and collaborative exploration; we curate a tailored financial plan for each client allowing them to redefine what’s possible.

Our team of highly credentialed advisors creates personalized financial plans that guide the implementation of investing, insurance, and tax-efficient  strategies, preparing clients and their families for a lifetime of wealth management decisions. Putting our clients’ best interests at the center of everything we do and our holistic approach to integrating all aspects of our clients’ financial life is what sets us apart.

We use a disciplined approach to shed light on how informed tax decisions can effect the impact to you and your legacy.

Building an enduring legacy comes from working with an enduring firm. Our advisors are ready to plan with all generations of your family. Through multigenerational planning, we’ll help you protect and preserve your life’s work.

Key Team Contacts

  • Scheduling: Sara Kieffer - (941) 957-4527 Sara.Kieffer@nm.com
  • Liaison to Home Office Underwriting, client service, insurance questions: Joanne Todd - (941) 957-4545 Joanne.Todd@nm.com
  • Planning, account related inquiries: Ruth Adsit - (941) 957-4549 Ruth.Adsit@nm.com
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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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