Products & Services

At Ledebuhr Wealth Management, LLC, we provide asset management & advice to individuals, businesses, trusts and charitable organizations in the following areas::

Investments

  • Mutual Funds
  • Stocks and Bonds
  • Real Estate Investment Trusts
  • Exchange Traded Funds
  • Variable and Fixed Annuities
  • Alternative Investments
  • 529 Plans 
  • Cash Management 

Financial Planning

  • Hourly Consulting Program 
  • Estate Planning Consultation 
  • Education Planning Consultation 
  • Tax Reduction

Retirement Planning

  • Traditional and Roth IRAs 
  • Small Business Retirement Plans 
  • 401(k) and Profit Sharing
  • Retirement Income Distribution

Insurance

  • Life
  • Long-Term Care
  • Disability Income