About Us

  • The Wayne Brumm Wealth Services Team has over 90 years of combined experience in the financial services field. We proudly serve clients in Crown Point, IN and the Northwest Indiana area along with clients from 16 other states. Our niche is retirement income planning. We collaborate with our clients to give them the knowledge and insight they need to make educated financial decisions tailored to their unique circumstances. We are team based which enables us to collaborate and integrate information for a comprehensive financial plan. You can be rest assured that you have all of your bases covered. You can rely on the Wayne Brumm Wealth Services Team: -Serving Individuals, Businesses & Organizations -Certified Public Accountant We specialize in: -Financial planning -Retirement Income and College Savings Planning -Company Retirement Plan Recommendations -Active risk portfolio management through quarterly meetings -401K Rollovers -Pension Plan Evaluations -Social security strategies -Tax consulting* Our dedicated team looks forward to working with you and answering any questions you may have. Call the Wayne Brumm Wealth Services team today for more information or to request a no-cost, no obligation courtesy meeting. Wayne Brumm Wealth Services Team is independent of Raymond James. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC *Raymond James does not offer tax services.

Additional Information

  • Year Established: 1991