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Steve Wedel and his team has the expansive tool boxes to help you reach your desired financial destination.

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What We Do

Committed to
going the distance.

Four Seasons provides wealth management and advisory tailored services to meet the needs and goals of our clients. Jaime Bollinger and founder Steve Wedel provides outstanding service to our clients because of our dedication to the three underlying principles.

Professionalism: Combining our acquired skills and holding ourselves to the highest standards, each client receives a tailored experience designed to exceed expectations.

Responsiveness: Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses, and other agencies.

Quality: Our reputation reflects the high standards we demand of ourselves. The primary objective as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions.


Who We Work For

  • Retirees
  • Pre-retirees
  • Individuals or families who need guidance during or after major life events such as marriage, birth of a child or grandchild, sale of a business, death of a spouse, etc…
  • Business owners
  • High net worth individuals & families
  • Physicians, dentists, & other healthcare professionals

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Click on our services below to learn more
Retirement Planning Services

At Four Seasons Wealth Management we guide you through a collaborative process that helps maximize your potential for meeting life goals through our financial advice. We achieve this by integrating relevant elements of your personal and financial circumstances. Our financial planning process organizes your financial affairs and gives you the knowledge and power to make informed financial decisions specific to your goals and dreams.

  • Comprehensive financial planning
  • Investment planning and management
  • IRA & 401k analysis
  • Retirement income distribution strategies
  • Social Security guidance
  • Employee pension guidance
  • Identification of cash flow sources and appropriate spending per month
Business Services

Business owners face a whole host of financial responsibilities and challenges in addition to managing their personal financial needs. You must address the needs of employees, executives, and possibly investors who have a financial stake in the company. You also have daily money management, insurance, and long-term business planning to handle.

The good news is we can help you with it all. We will create a business road map, explore different directions, make ongoing adjustments, and help you reach your short- and long-term business goals. Our services include:

  • Corporate retirement plans
  • Business succession planning
  • Executive compensation solutions
  • Cash management services
  • Insurance and risk management
  • Employee benefits analysis
  • YOUR exit strategy
Health Planning Services

Whether already retired or not, healthcare costs is a significant concern for most Americans, and healthcare is rising at a breathtaking pace. However, very few include these rising costs appropriately when creating a financial plan. During retirement, Medicare will cover some of your healthcare costs, but not all. And what about covering the cost of a healthcare crisis for those not yet retired? Steve & Jaime believe a financial plan cannot be comprehensive without factoring in healthcare costs Our services include:

  • Life & disability insurance analysis
  • Long-term care solutions
  • Medicare guidance
  • Health insurance planning
  • Group insurance analysis
Tax Planning

Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible. At Four Seasons Wealth Management, we help our clients reach their business and personal financial goals by taking a proactive planning approach to minimize their tax obligations and by providing specific and relevant information to make informed planning decisions for the future.

Education Planning

Putting children through college is one of the largest expenses most families will ever face. Proactive investing can make paying for college easier. We help you evaluate your options and develop a plan to meet your education needs. At Four Seasons Wealth Management, we are here to help you optimize your education savings strategy.

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