Valorem Financial

Categories

Financial Planning

About Us

Kim Gieseler and Ted Swenson, co-founders and wealth advisors started Valorem Financial having recognized the importance of creating a team for their clients and themselves. At Valorem, we firmly believe our approach allows team members to further their knowledge in areas they are passionate about, utilizing everyone’s strengths and growing from our collective experiences. Our clients benefit from this collaborative approach that provides for holistic financial planning. This brings a dynamic that is near impossible to have in the traditional one-advisor/one-team member office.

Our goal is to provide value beyond measure. We value your story, how you got here, and where you are going. We start by listening to you and understanding your goals. Together, we then design a personalized financial plan and investment strategy to help you accomplish what is important to you.

From there, we work with you to support and keep you on track by providing guidance and information that impacts your financial journey. We believe trust is earned, and we embrace our fiduciary responsibility through transparency in our business and client relationships.

Our team vision is to provide knowledge and confidence to empower you in your financial decision making while working towards your financial goals. We care about what is important to you and we strive to work together as a team with our clients’ families.

Our mission, simply put, is to guide our clients with value and trust through life’s financial journey. We look forward to walking with you.

Highlights

Rep/Contact Info

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Kim Gieseler
Co-Founder & Senior Wealth Advisor