Erisman Wealth Management2026-03-20T16:05:43+00:00

honest financial guidance. lifelong trust

Erisman Wealth Management

About

Erisman Wealth Management

Work with a partner who seeks to provide an investment experience tailored to you.

Money is personal, and we believe investors deserve a partner that will provide them with a customized investment experience tailored to their needs and objectives.

Our discipline is built on the foundation of holistic planning and how investment and insurance solutions can work in concert to help mitigate six fundamental financial planning considerations* with the purpose of helping our clients work to pursue their financial goals.

Proud member of Peoria Chamber of Commerce

Empowering Your Retirement

Meet The Team

Jeremy Erisman

President & Retirement Advisor

Born in Juneau, Alaska, and raised in Central Oregon, Jeremy Erisman earned his Bachelor of Science in Business Administration with an emphasis in Finance from Pepperdine University, where he pitched for the Waves baseball team. He went on to play two years of independent professional baseball before a UCL injury ended his career – an experience that shaped his disciplined work ethic and long-term approach to helping clients plan for retirement.

Jeremy has built his career around helping individuals and families across the Phoenix Valley make informed financial decisions through personalized retirement guidance and thoughtful long-term planning. He has also led educational retirement classes at campuses throughout Arizona, focused on tax planning, income strategies, investment principles, and helping clients pursue financial confidence.

Jeremy founded Erisman Wealth Management to provide clear, personalized retirement guidance built on education and trust. Outside of work, he enjoys drawing, playing guitar and piano, going to spring training games, and spending time with his wife Natalie and their two dogs, Eri and Kota.

Natalie Erisman

Managing Partner

Natalie Erisman is the Managing Partner and Marketing Director at Erisman Wealth Management. A Phoenix native, Natalie has spent the past six years working in marketing, along with administrative and operational roles. She helps oversee the firm's branding, client experience, and daily operations, with a focus on keeping things organized and client-focused.

Outside of her work with Erisman Wealth Management, Natalie runs an Etsy shop where she creates apparel and fun designs inspired by the things she enjoys and cares about. Her creativity and attention to detail show up in both her professional work and personal projects.

Natalie lives in Phoenix with her husband, Jeremy, and their two dogs. In her free time, she enjoys dancing, spending time with family, cooking and trying new recipes, and picking up new hobbies- whether that's knitting cozy blankets or learning a new instrument. She enjoys supporting the mission of Erisman Wealth Management and helping create a welcoming experience for clients.

Learn More About

Our Financial Solutions

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

Click on a step below to learn more.

01

Inquiry

02

Inform

03

Implement

Wealth Management

Our goal is to create income that lasts. We help build real-life, sustainable income plans for our clients that take all factors into account. Retirement shouldn't be spent worrying about whether your money is going to last.

It's supposed to be your time, focused on you and doing the things you enjoy with the people you love.

Retirement Savings Optimization

Retirement savings optimization involves a holistic strategy that balances aggressive saving during your working years with smart, tax-efficient withdrawal strategies in retirement.

Key steps include maximizing tax-advantaged accounts, diversifying investments, and strategically managing Social Security benefits.

Tax Planning

Benjamin Franklin said, "In this world nothing can be said to be certain, except death and taxes" – We can't control the first, but we can help you reduce the second.

Our clients enjoy a comprehensive review of their tax return, tax projections combined with proactive planning, tax reduction strategies, etc.

Social Security Optimization

Social Security optimization is about strategically timing when you claim benefits and coordinating with other income to maximize your lifetime payments.

Don't leave money on the table. The decision of when to claim Social Security is complex and can significantly impact your retirement income. Common advice often oversimplifies this crucial choice.

Income Planning

Through our retirement planning process, we will review your current income situation and show you your potential income in retirement. We'll work with you to create a sustainable income that will last for your life. We'll help you understand your social security options and maximize the benefits for your situation.

If you have a pension, we will guide you through the options available and help you make the right choice. We'll help prepare you for other considerations such as a premature death of a spouse, inflation or taxation.

Register For

Our Educational Events

We know the importance of education and accessibility in today's world. That's why Erisman Wealth Management isn't about high-pressure seminars—we provide knowledge through digital education platforms. We believe an informed client is an empowered client, and we focus on educating, not selling. Stay up to date with our latest insights! Subscribe to the Erisman Wealth Management newsletter.

UPCOMING EVENTS

Events in March 2026

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    Our Guides and Blog

    Financial Educational Literature

    Tips to Help Avoid Market Panic Reaction

    Tips to Help Avoid Market Panic
    How to Plan and Help Protect Your Savings

    Market swings can shake your confidence, but they don't have to derail your future. This guide explores how to stay level-headed through volatility, why staying the course often wins out over making hastey decisions, and how to protect yourself from the hidden danger of "sequence of returns" risk. In retirement, calm beats chaos.

    Optimizing Social Security in Today’s World

    The Social Security Guide
    Optimizing Social Security In Today's World

    Claiming Social Security at the wrong time could cost you tens of thousands over your retirement—and you may not even realize it. This guide shows how the right strategy can unlock more income, more security, and greater confidence in your financial future. Make sure you get what you've earned!

    Browse Our Blog

    Our Video Library

    What's a Risk Score?

    Risk tolerance is an investor's ability to remain invested during downward market cycles in exchange for a potential return.

    It's important that investors understand their risk tolerance so that they can help guide the design of their investment strategy. This approach looks to balance the investor's desire for returns goals with their ability to stay confident and invested throughout market cycles.

    To help investors understand their risk threshold we deploy a proprietary algorithm rooted in the well-known Value at Risk (VaR) measurement that helps us quantify their sentiment toward financial uncertainty, specifically their emotional tolerance with respect to the magnitude and speed of potential investment loss. This Analysis provides them with a VaR Score that can help determine if their existing portfolio aligns with their risk tolerance.

    Risk-Tolerance

    Intelligent, Disciplined Investing
    with AssetLock

    AssetLock is Simplicity Wealth's proprietary, investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.

    This technology keeps investors informed about the progression of their portfolio in accordance with their risk tolerance determined by the investor's household portfolio VaR Score.

    Contact Erisman Wealth Management

    At Erisman Wealth Management , we believe strong financial planning is built on relationships. We take the time to understand your goals, concerns, and family dynamics—because financial planning isn't just about numbers, it's about life. Our team is committed to providing consistent, personalized guidance, ensuring you have a dedicated advisor who understands your long-term financial journey.

    Schedule Your Complimentary Retirement Review

    At Erisman Wealth Management , we don't just manage money.
    We empower your retirement.

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