James C Palmer III - Ameriprise Financial Services

Weinheimer Wealth Management is a boutique wealth management services firm based in Austin, Texas, specializing in financial planning strategies and investment management services for high net-worth individuals and small business owners. With over twenty years of experience, their team of Certified Financial Planners (CFP) is dedicated to meeting the unique needs of their clients by providing disciplined asset management services, independent and objective advice, cutting-edge technology, and a comprehensive planning approach that encompasses investments, insurance, legal, and accounting needs.Generated from the website

Leading the Way Professional money managers have long had access to private real estate investments. This provides them an efficient way to access the stable income and tax-efficient returns of commercial real estate investments. But most individuals don’t usually have that same access.