Making money? That’s easy! Just walk into the first editorial office you see, tell them you have experience writing for magazines (despite having only worked at a gas station before), and BOOM. You’ll be on velvet before you know it.
Making money work toward your long-term goals, and assure your liquidity and security long after retirement? That’s not quite so simple as choosing between unleaded and premium. It’s best done with methodical guidance by an experienced specialist who takes deep, personal satisfaction from ushering others toward financial freedom. In fewer words, you would do best to engage Kiley Demery’s masteries over investment management, income and asset preservation tax efficiency, and estate planning.
“Since founding Demery Wealth Advisors in 2017, I have built a comprehensive, goal-oriented approach to wealth management that supports individuals who want to take an active role in planning their financial future,” said Kiley, an industry veteran of nearly thirty years. “Whether your goals include early retirement, paying grandchildren’s college tuition, world travel, or moving to someplace even nicer than Eden Prairie, my process gives you every advantage that can help you achieve them.”
Now that Demery Wealth Advisors is approaching its first decade in business, Kiley is fine-tuning his practice to suit his preferred clientele’s needs even better.
“The rebrand goes far beyond a new logo and website,” explained Kiley. “It will also redouble our focus on the type of client this firm benefits best: not one who simply hopes to tone up their investment portfolio or get a second opinion on how they’re doing, but who intends to codevelop the all-encompassing private wealth plan that is customized for their unique needs.”
Identifying the most advantageous assets to invest in. Helping to safeguard your assets and your income against misfortune. Structuring your net worth in such a fashion that may cause tax collectors to take less notice of it. Making certain your affairs will remain in order once you are no longer capable of conducting them yourself. Upon the completion of a brief discovery phase that reveals your current finances, future objectives, and attitude toward risk, Kiley will help you do all these with total confidence.
“Wealth management is a living, breathing thing,” said Kiley. “Goals. Careers. The market. They all change, which is why we forge strong, ongoing relationships with our clients, who check in with us quarterly, semiannually, or whenever they feel action is merited. In that sense, the people we serve are as much our partners as they are our clients.
“A large number of those people are business owners. They have no time to waste, and are attempting to navigate what might just be the strangest economy ever to exist. In addition to helping them build, manage, preserve and transition their own wealth, Demery Wealth Advisors extends that very same service to each of their team members. By safeguarding their employees’ financial stability, we’re helping entrepreneurs attract and retain the kind of talent which propels their ventures forward. It brings confidence in an era that provides little of it for free.
“Part of our continual engagement with our clients includes hosting regular educational events, covering topics like behavioral finance, estate planning, and legislative changes to tax efficiency – dry subjects, admittedly, but ones which we present in an engaging and accessible light all the same.
“A large part of our rebrand includes a greater focus on women, who are frequently expected to sacrifice their own earning potential as they care for the younger and older generations sandwiching them. In addition to offering our Women Empower and Investing educational series, those efforts include tailoring unique wealth management plans for clients who may have had to depart from the workforce for any reason or span of time.
“I am proud to say that half of the Demery Wealth Advisors team is now female. I recently brought on my wife, the inestimably talented Mrs. Jenna Sears-Demery, to serve as our vice president of marketing and development. She’s bringing greater insight into our services for women, expanding our marketing presence (especially on social media, which I confess to knowing next to nothing about), and developing new ways of serving professionals in the medical sector. Doctors and wellness practitioners occupy a niche that is famously resilient to market uncertainty, but that still doesn’t absolve them from needing to exercise caution!
“Helping people realize their dreams feels immensely rewarding, and motivates everything I do. I want my name to be synonymous with economic opportunity, and a driving force behind business growth, job creation, and a stronger local economy. I also want to be a pillar of my community, which is why I’m presently serving on the boards of the Eden Prairie Community Foundation, Eden Prairie Chamber of Commerce, and Association for Black Economic Power. They’re all fine organizations, and actively shaping the world into what I would like it to become.
“I guess you could say that’s the mission: shaping a better world, one future at a time.”
DemeryWealthAdvisors.com | Kiley@DemeryWealthAdvisors.com | (952) 837-2687
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.