At Boeckermann, Grafstrom & Mayer Wealth Management, LLC, we work with entrepreneurs, executives and other high-net-worth individuals to manage their financial lives. For more than a decade, we have helped implement financial solutions for our clients that allow them to achieve their goals and live the life they want.

We are independent, fee-based advisors. We don’t sell products. Instead, we focus on creating solutions that allow you to build the lifestyle you desire. Our comprehensive strategies for financial planning, investment management and tax planning give you the freedom to focus on the things that are truly important to you.

If you choose to work with BGM, you can expect:

· That you will always have a personal relationship with one of the owners of our company

· A customized investment portfolio

· Comprehensive advice on your financial situation, from tax planning to business planning

· Ongoing monitoring of your assets and a financial plan that takes into account shifting tax and legal situations

· Regular one-on-one meetings to discuss your shifting concerns and objectives

· A long-term relationship that will help you grow and maintain your wealth

For more information visit www.bgmwealth.com.

Jon joined Boeckermann Grafstrom & Mayer Wealth Management, LLC as a partner in June 1999 after six years as a financial planner with a major national financial advisory firm. Today, he is President of the Wealth Management firm, handling day-to-day operations, coordination of all client issues, and long-term strategy. As Investment Manager, Jon is responsible for the individual client portfolios and is a member of the investment committee. He is also the co-founder of BGM Financial Resources, a sister company that provides insurance solutions, and Cornerstone Private Asset Trust Company, LLC, which provides trust services.

Jon was born in Melrose, Minnesota, and attended Crosier Seminary Preparatory High School. He received a B.A. in political science with a minor in economics from the University of Minnesota, Morris. He is a member and former board member of the Financial Planning Association as well as a member of both the Investment Advisory Committee and Pension Board of Trustees of the Archdiocese of St. Paul & Minneapolis. Jon has been on KCCO 950 AM and has been quoted on practice management and financial planning issues in the Journal of Financial Planning, Financial Advisor