About • Financial Planning • Tax Planning • Investments • Insurance • Business Owners • Programs • Workshops • Giving • Virtual Access
We don’t just tell you what to do with your money—we teach you why it matters. You stay in control, while we guide you with the same tools the ultra-wealthy have used for decades to build wealth.
At Artemis Wealth Management, we believe wealth planning should empower you—not confuse or control you. Hiring a financial planner doesn’t mean giving up control; it means gaining a partner who listens, educates, and helps you make informed decisions that align with your values and goals.
We provide the “why” behind every recommendation so you understand your strategy, not just the outcome. We don’t push products or quick fixes—we create a personalized roadmap built around you, your goals, and your definition of wealth. You’re the driver; we’re your GPS for the journey.
Learn more: About
As an independent financial advisor, we’re not tied to one company’s products or quotas. That means our advice is based solely on what’s best for you—not what benefits a firm.
At Artemis Wealth Management, independence gives us the freedom to design strategies aligned with your goals, values, and timeline—not corporate sales agendas.
Learn more: Wealth Management
Yes—we operate as fiduciaries, which means we’re legally and ethically required to act in your best interest at all times.
Being a fiduciary isn’t just a title—it’s our foundation. We’re held to one of the highest standards in the industry, ensuring that every recommendation we make is based on what’s right for you, your goals, and your financial wellbeing.
We’re a fee-based fiduciary firm, which means we provide transparent, advice-driven planning with no hidden commissions.
For investment management, we charge a clear advisory fee based on assets under management. For certain insurance or annuity solutions, commissions may apply—but only when they make sense for your overall plan. You’ll always know exactly what you’re paying, why, and how it benefits you.
Learn more: Wealth Management • Insurance Solutions
We work with individuals, couples, and business owners who are earning, inheriting, or managing wealth and want an experienced fiduciary partner to help them optimize it with purpose and strategy.
At Artemis Wealth Management, we partner with women, men, couples, and marginalized communities who are ready to take a proactive approach to their finances. Many of our clients are established professionals, entrepreneurs, or first-generation wealth builders who want to make smarter use of what they’ve already achieved.
We also serve clients navigating major transitions—like inheritance, business growth, divorce, or widowhood—who need a trusted expert to help organize, protect, and align their wealth with their next chapter.
Whether you’re growing, re-structuring, or preparing to pass wealth forward, we provide the education, structure, and partnership to help you stay in control of every decision.
Learn more: Programs • Wealth Management
Yes. We’re fully licensed fiduciary financial planners with over 12 years of experience, regulated under state and federal standards.
We hold the professional licenses required to deliver investment advice, financial planning, and insurance solutions. Our focus is on real-world experience, ethics, and transparency—not gatekeeping designations. You can count on honest guidance and accountability at every step.
A financial planner helps you organize, prioritize, and manage your money so every decision moves you closer to your goals.
Unlike product salespeople, we integrate cash flow, debt management, investing, insurance, and tax strategy into one cohesive plan. Our role is to align your day-to-day decisions with your long-term vision so you can build real financial independence.
Learn more: Programs
About • Financial Planning • Tax Planning • Investments • Insurance • Business Owners • Programs • Workshops • Giving • Virtual Access
Your plan connects income, spending, investments, insurance, taxes, and goals into one clear roadmap.
We analyze your current position, model multiple “what-if” scenarios, and build measurable action steps. Plans often include budgeting, debt payoff, retirement projections, risk management, and estate considerations—all tailored to your situation.
Learn more: Programs
Yes. You can choose a one-time “snapshot” plan or ongoing partnership through our Lite, Elite, or Premier programs.
Each level provides different depth and meeting frequency—so whether you need structure to start or continuous guidance, you can work with us at the pace that fits your goals.
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Retirement planning is about designing a lifetime income strategy that balances growth, security, and taxes.
We project future income needs, evaluate Social Security and pensions, design withdrawal strategies, and identify tax-efficient moves like Roth conversions. You’ll have a retirement plan that supports your life, not just your savings account.
We typically meet quarterly or semi-annually, depending on your program level and life changes.
Regular check-ins keep your plan proactive. We review progress, update goals, and adjust strategies as your life evolves—so your plan never gathers dust.
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About • Financial Planning • Tax Planning • Investments • Insurance • Business Owners • Programs • Workshops • Giving • Virtual Access
Tax planning looks ahead to minimize taxes before they happen—not just report them after.
We integrate proactive strategies like Roth conversions, charitable giving, and business deductions to reduce lifetime tax liability and maximize after-tax wealth.
Preparation reports history; planning shapes your future.
Tax preparation is backward-looking. Tax planning anticipates your income, investments, and deductions ahead of time so you can make smarter financial moves all year long.
Yes—we collaborate with your CPA or connect you with trusted partners.
We believe in integrated strategy. Sharing information between your advisor and tax professional ensures your plan works seamlessly and avoids missed opportunities.
Absolutely. We design tax-efficient retirement and compensation strategies for business owners.
From entity selection and plan design to deductions and succession planning, we help you build long-term efficiency into your business wealth strategy.
Learn more: Business Owners
About • Financial Planning • Tax Planning • Investments • Insurance • Business Owners • Programs • Workshops • Giving • Virtual Access
We manage IRAs, Roth IRAs, 401(k)/403(b) rollovers, brokerage, education, custodial, and ESG portfolios.
With over 12 years of fiduciary experience, we align each account type with your goals and tax strategy for long-term growth, flexibility, and purpose.
Learn more: Wealth Management
We start with your goals, risk tolerance, and timeline.
Using data-driven analysis and disciplined allocation, we design a globally diversified portfolio that grows with your life—not market noise.
Yes—we offer socially responsible portfolios that reflect your values without sacrificing opportunity.
Our ESG models consider environmental, social, and governance factors, letting you invest intentionally while maintaining balance and diversification.
About • Financial Planning • Tax Planning • Investments • Insurance • Business Owners • Programs • Workshops • Giving • Virtual Access
Yes—we include insurance evaluation in every plan to help protect what you’ve built.
We identify protection gaps and recommend options that fit your life, family, and business needs. Insurance isn’t about products—it’s about protecting your financial foundation.
Learn more: Insurance Solutions
Yes—when suitable, annuities can provide guaranteed income and protection from market downturns.
We evaluate fixed, indexed, and variable options based on your long-term income goals and liquidity needs—always with transparency.
About • Financial Planning • Tax Planning • Investments • Insurance • Business Owners • Programs • Workshops • Giving • Virtual Access
Yes—we design and manage retirement and benefit plans for small businesses and nonprofits.
We advise on 401(k), 403(b), SEP, and SIMPLE IRA plans and provide fiduciary oversight, investment menus, and employee education. Business owners get direct access to us—not a call center.
Yes—our corporate partnerships include employee financial wellness programs.
We provide group workshops, on-site training, and webinars that complement our 401(k)/403(b) plan services, empowering employees to make better financial choices.
About • Financial Planning • Tax Planning • Investments • Insurance • Business Owners • Programs • Workshops • Giving • Virtual Access
Our Lite, Elite, and Premier programs offer three levels of ongoing planning and investment management.
Each includes structured meetings, continuous support, and personalized guidance. You can upgrade as your wealth and goals grow.
Learn more: Programs
Yes—we offer customized, project-based financial planning for specific goals.
From buying a home to handling inheritance or retirement rollovers, we can design a one-time plan that delivers clarity and direction without long-term commitment.
About • Financial Planning • Tax Planning • Investments • Insurance • Business Owners • Programs • Workshops • Giving • Virtual Access
Yes—we host community workshops and destination retreats designed to make financial planning approachable and empowering.
Our events break down barriers and help participants understand wealth from a system-aware, practical lens. They’re inclusive, educational, and designed for real transformation.
Learn more: Workshops
Yes—we partner with organizations, conferences, and podcasts to bring accessible financial education to wider audiences.
We deliver keynotes, panels, and workshops focused on financial empowerment, inclusion, and strategic wealth-building.
Learn more: Speaking
About • Financial Planning • Tax Planning • Investments • Insurance • Business Owners • Programs • Workshops • Giving • Virtual Access
Yes—we integrate giving into your financial plan so generosity becomes part of your legacy.
We help you structure charitable giving through donor-advised funds, charitable trusts, and QCDs—maximizing both tax efficiency and impact.
Learn more: Giving With Purpose
It connects generosity with purpose so every dollar supports your goals and your community.
We design giving strategies that reduce taxes and pass on values across generations, combining philanthropy with long-term planning.
About • Financial Planning • Tax Planning • Investments • Insurance • Business Owners • Programs • Workshops • Giving • Virtual Access
Yes—we serve clients nationwide through virtual meetings and secure digital collaboration tools.
Our process is fully remote, supported by encrypted portals, screen-share sessions, and digital planning software. You get the same personalized experience anywhere in the country.
We offer weekday and limited early-evening appointments—no weekends.
We believe balance is part of wealth. Protecting personal time allows us to stay fully present for every client meeting while still accommodating busy professionals.
Schedule your discovery call. We’ll talk through your goals and next steps.
Your first conversation is pressure-free—we’ll explore what matters most to you, outline your options, and map the first step toward your financial plan.
Learn more: Contact
About • Financial Planning • Tax Planning • Investments • Insurance • Business Owners • Programs • Workshops • Giving • Virtual Access
Artemis Wealth Management
12645 Olive Blvd, 2nd Floor, Creve Coeur, MO 63141
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Securities and advisory services offered through LPL Financial, a registered advisor. Member FINRA, SIPC. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AR, FL, GA, IL, LA, MD, MI, MO, NC, NY, OK, RI, SC, TX, WA
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