Wiemann Wealth staff gathered for their 5-year anniversary celebration, March 6 at SALA Event Center, from left, Office Manager Cathy Shisler, Client Relationship Manager Nancy Quartey, Founder Shelly A. Wiemann, CFP® and Client Service Associate Jennifer Trent. Courtesy photo

Wiemann Wealth News:

On March 6, 2025, Wiemann Wealth, an independent wealth practice founded by Shelly A. Wiemann CFP®, celebrated its five year anniversary. A notable aspect of this practice is that it’s 100% woman owned and operated. The entire team lives and works in Los Alamos County.

During the last five years Wiemann Wealth has accomplished several milestones:

• Initially survived and then thrived through the COVID pandemic. This exhibited the commitment and resourcefulness of the staff and Raymond James technology to care for their clients.
• Recently remodeled their Los Alamos office to include three independent offices to accommodate the growing team and client base.
• The team has expanded to four: In addition to Office Manager Cathy Shisler, the team includes Client Relationship Manager Nancy Quartey who recently completed her securities licensing for the Series 7, 66 and State of New Mexico Insurance life/health license, and Client Service Associate Jennifer Trent who assists with day-to-day administrative activities.
• Wiemann Wealth offers client-friendly technology, robust investment management services and interactive financial planning tools for a seamless, convenient and efficient experience through its affiliation with Raymond James Financial Services.
• Wiemann Wealth is continually growing and expanding to meet the ever-changing needs of its clients.
• Wiemann Wealth is proud to assist clients transiting through major life changes such as marriage, divorce, retirement, inheritance and widowhood.
• Wiemann Wealth sponsors (and curates) an ongoing weekly Classic Movies Series at SALA Event Center in Los Alamos. This has been extremely successful, and the sponsorship has been beneficial towards adding new entertainment options for Los Alamos.

“We are touched and extremely grateful for the support and loyalty of our clients, friends and colleagues over the past five years,” Wiemann said. “We continue to seek out mutually beneficial long-term relationships. We encourage the community to call us at 505.500.8428 to arrange a complimentary consultation to discuss their needs.”

Wiemann Wealth is at 2101 Trinity Drive, Suite T. To learn more, call 505.500.8428 or 505.929.9313, email shelly@wiemannwealth.com or visit www.wiemannwealth.com.

Shelly A. Wiemann, CFP^®
Investment Management Consultant
Financial Advisor & Registered Principal
Raymond James Financial Services
CERTIFIED FINANCIAL PLANNER® Professional
Insurance #0L45768 CA

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wiemann Wealth Strategies, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services.  

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) in the U.S., which authorizes use of by individuals who successfully complete CFP Board’s Initial and ongoing certification requirements.

Wiemann Wealth Founder Shelly A. Wiemann, CFP® speaking at the independent wealth practice’s 5-year anniversary celebration, March 6 at SALA Event Center. Courtesy photo

Wiemann Wealth staff from left, Client Relationship Manager Nancy Quartey, Founder Shelly A. Wiemann, CFP® and Client Service Associate Jennifer Trent at the independent wealth practice’s 5-year anniversary celebration, March 6 at SALA Event Center. Courtesy photo