How I serve my clients

My days are busy with running my practice…but what does that really mean? Learn more about what I’m doing behind the scenes to help build, manage, and preserve my clients’ wealth:

Servicing clients

I’m making calls and meeting with my clients. This includes having conversations with client’s friends and family members in an effort to help them with their financial and investment questions.

Updating plans and investment portfolios
Wealth and retirement planning is not a one-and-done thing—it requires reviews, assessments, and making adjustments to keep plans in sync with changing markets and lives.

Continuing education
A licensed financial advisor is required to keep up to date on new regulations and other changes in the industry. I am continually educating myself to gain investment knowledge and maintain my registrations.

Put hard work and dedication to work for you. Please call me at (201) 505-0472 or email me at eric.kohlmeier@wellsfargo.com

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2026 Outlook: Trendlines over headlines

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