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Erisman Wealth Management2026-05-13T14:05:23+00:00

honest financial guidance. lifelong trust

Erisman Wealth Management

About

Erisman Wealth Management

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

Money is personal. We believe investor deserve professional guidance that provides them with a customized financial strategy focused in their individual needs and objectives.

Our approach is built on holistic planning, where investment and insurance strategies are designed to complement one another to help you meet your financial goals.

Our mission is to help investors build confidence through a focused, personalized approach to their financial strategy. We provide strategic guidance designed to assist our clients in making informed decisions for their financial future.

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 focused on addressing our clients needs and working toward their long-term goals and objectives for retirement. Click on a step below to learn more.

Our Approach

01

Inquiry

02

Inform

03

Implement

Wealth Management

Our goal is to develop strategies designed to provide income for the long term. We help build tailored, sustainable income plans for our clients that take all factors into account. Retirement is a significant milestone, and our process focuses on helping you manage your assets so you can focus more on your passions and the people you love.

Retirement Strategy Planning

Retirement savings strategies involve a comprehensive approach that balances consistent saving during your working years with potential tax-advantaged withdrawal strategies in retirement.

Key steps include fully utilizing tax-advantaged accounts, diversifying investments to help manage risk, and strategically evaluating the timing of Social Security benefits.

Tax-Efficient 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 potentially 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 Benefit Planning

Social Security timing strategies involve strategically evaluating when to claim benefits and coordinating with other income sources to help increase your potential lifetime payments.

The decision of when to claim Social Security is complex and can significantly impact your retirement income. We provide a comprehensive analysis to help you understand how different timing choices may affect your long-term financial health.

Income Planning

Through our retirement planning process, we will review your current income situation and analyze potential income in retirement. We work with you to develop a strategy designed to provide sustainable income throughout your lifetime. We’ll help you evaluate your Social Security options and seek to increase the benefits for your situation.

If you have a pension, we will guide you through the options available and help you make an informed decision. Our process also addresses other considerations, such as potential impacts from inflation, taxation, or the loss of a spouse.

View All Our Services ⤍

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 be challenging, but they can be managed as part of a comprehensive strategy. This guide explores how to maintain a long-term perspective through volatility, why consistent strategies have historically helped investors navigate market fluctuations, and how to address the potential impact of “sequence of returns” risk. In retirement, prudent planning is key to managing market uncertainty.

GET THE GUIDE
Optimizing Social Security in Today’s World

The Social Security Guide
Optimizing Social Security In Today’s World
The timing of your Social Security claim is a complex decision that can impact your total retirement income. This guide explores how proactive strategies can help you seek to increase potential income and provide greater clarity regarding your financial future.

GET THE GUIDE

Browse Our Blog

10 Ways to Teach Kids Financial Literacy

Understanding financial literacy concepts such as budgeting, saving, and investing is crucial for everyone, children included. Financial literacy is the ability to comprehend and make decisions that contribute to financial readiness. This proficiency isn’t inherently taught in schools and often falls on parents or other family members. […]

Investment advisory and financial planning [...]
April 29th, 2026|
Read More

Click Here To Browse All Our Blogs ⤍

Our Video Library

Asset Lock

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.

Office Location:

18185 N 83rd Ave,
Suite 207,
Glendale, AZ 85308

Our Email:

info@erismanwealth.com

Our Phone:

602-598-0872

Schedule Your Complimentary Retirement Review

At Erisman Wealth Management our approach goes beyond investment management.
We focus on helping you strengthen your retirement strategy.

OUR E-NEWSLETTER



    OUR LOCATION

    18185 N 83rd Ave,
    Suite 207,
    Glendale, AZ 85308

    Privacy Policy | Terms of Use | Disclosure | ADV 2A and Form CRS

    Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.

    Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Erisman Wealth Management. Erisman Wealth Management is a separate and unaffiliated entity from Simplicity Wealth.

    ©  Powered by: Simplicity

    Our Services

    Seek to grow your assets in accordance with your risk tolerance and financial goals.

    Seek to enhance your or your loved one’s potential retirement income through strategies designed for tax efficiency and capital utilization.

    Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

    Explore tax planning strategies today for potentisl tax efficiency and financial flexibility later in retirement.

    Help supplement your retirement income plan by exploring accumulation and potential tax-free distribution strategies.

    Learn about the potential benefits you may be eligible and explore strategies designed to seek an increase in your Social Security income.

    Work with us to design a strategy that seeks to provide potential income and strives for financial independence throughout your retirement years.

    Make the investment in your child or grandchild’s future with the gift of a college education through life insurance.

    Implement strategies designed to help lessen the overall risk to your assets from the effects of inflation.

    Plan for potential access to your assets to help address life’s unexpected needs.

    Schedule Your Time With Us







      Value at Risk Analysis

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

      Within the initial review, we help you understand your risk threshold. We do this by deploying a Value at Risk (VaR) Analysis that helps us quantify attitudes toward financial uncertainty, specifically one's emotional tolerance with respect to the magnitude and speed of potential investment loss.

      This analysis produces a VaR Score that is indexed on a scale from conservative to aggressive. The VaR Score can help us determine if the current portfolio aligns with your risk tolerance and provides insight as to whether changes to that portfolio are needed.

      Value at Risk Analysis

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        Our Approach

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

        01

        Inquiry

        02

        Inform

        03

        Implement

        01

        Inquiry

        We begin by getting a clear understanding of an investor’s current financial situation and how they would like it to progress to help meet their future lifestyle goals and objectives.

        During this process we get to know our prospective clients by gathering information pertaining to their personal values, financial goals, and existing financial accounts. We also evaluate their attitudes toward six universal financial planning considerations and conduct a Value at Risk (VaR) Analysis.

        Financial Planning Considerations

        The six universal financial planning considerations are potential barriers investors may face when working toward their goals. We believe that it’s important to evaluate investor sentiment towards each consideration through a succinct questionnaire. This allows us to examine the potential effects of these considerations on an investor’s assets today and in the future.

        Longevity

        Outliving financial assets as the result of a longer life.

        Liquidity

        Limited access to assets to meet life’s unexpected financial needs.

        Inflation

        Reduction in real purchasing power as the result of increasing cost of living.

        Market

        Unexpected reduction in the value of financial assets at the time of withdrawal.

        Mortality

        Loss of financial assets as the result of a partner’s or spouse’s death.

        Taxes

        Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.

        Value at Risk Analysis

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

        Within the initial review, we help you understand your risk threshold. We do this by deploying a Value at Risk (VaR) Analysis that helps us quantify attitudes toward financial uncertainty, specifically one’s emotional tolerance with respect to the magnitude and speed of potential investment loss.

        This analysis produces a VaR Score that is indexed on a scale from conservative to aggressive. The VaR Score can help us determine if the current portfolio aligns with your risk tolerance and provides insight as to whether changes to that portfolio are needed.

        Value at Risk Analysis

        02

        Inform

        Research and Due Diligence

        Our rigorous research process provides a comprehensive suite of reliable investment capabilities and model portfolios. We vet, select, and continuously monitor over 150 asset managers and 1,000 strategies, evaluating them for risk management, diversification, and performance consistency. This disciplined, fiduciary-driven approach is paired with our proprietary risk scoring model, which grounds our clients’ investment expectations in their personal comfort level with market volatility.

        Our Investment Planning Process

        Our investment planning process helps our clients set clear and achievable financial goals. It allows them to define their short-term and long-term objectives and provides direction in making prudent investment decisions based on universal financial planning considerations, risk tolerance, and time horizons. We strive to provide a planning process that is dynamic and flexible, allowing our clients to adapt their investment strategy as circumstances evolve.

        1. Discover:

        Gather key information pertaining to goals, objectives, financial planning considerations, and risk tolerance.

        2. Analyze

        Perform a comprehensive financial analysis of the information provided.

        3. Plan

        Create a custom strategy that aligns with the client’s provided goals and risk tolerance.

        4. Implement

        Execute the agreed-upon plan.

        5. Monitor

        Proactively manage the plan, evaluate its progress, and adjust it to meet shifting objectives and changing market dynamics.

        Institutional Solutions

        Direct Indexing and Tax-Loss Harvesting

        Gaining greater control of an index with added tax benefits so that clients may keep more of what they earn.

        Through Simplicity Wealth’s automated direct indexing and tax-loss harvesting capabilities, investors will have greater control and flexibility within their replicated index portfolios and will also benefit from offsetting capital gains tax through the strategic selling of securities at a loss.

        Tax-loss harvesting involves selling an investment at a loss in order to offset the taxes resulting form a capital gain. It is not considered tax advice and you are encouraged to consult with your personal tax advisor for such services

        Sophisticated transfer strategies for helping clients reduce or even eliminate tax-burdened legacy positions.

        Simplicity Wealth’s tax-optimized transition solution works to help investors alleviate tax liabilities of transferring existing non-qualified funds over to their businesses through a transfer-in-kind, multi-year strategy.

        Tax-loss harvesting involves selling an investment at a loss in order to offset the taxes resulting from a capital gain. It is not considered tax advice and you are encouraged to consult with your personal tax advisor for such services.

        Investment strategies for helping align clients’’ money with their values.

        Simplicity Wealth’s Environmental, Social and Corporate Governance (ESG) and Socially Responsible Investing (SRI) overlay screens offer a comprehensive suite of resources that combine investment intelligence with social awareness – all integrated within the investment platform, helping investors align money with their values.

        Stock screener provided by Sustainalytics, a Morningstar subsidiary.

        03

        Implement

        Our Commitment to You

        We strive to provide clarity regarding your income strategy through regular reporting, proactive outreach, and consistent availability of our team throughout our professional relationship.

        We A.C.T. to communicate progress on your portfolio.

        A

        Accessible

        Accessible

        We understand the importance of being available to you when questions or concerns arise. We will return your phone call or email within 1-2 business days and if the issue is still not resolved, we will schedule a meeting with you at the earliest time possible.

        C

        Consistent

        Consistent

        Together we will determine your communication preferences and frequency so that we can be sure to communicate progress on your investments, schedule reviews, as well as provide you with critical market updates throughout the year.

        T

        Transparent

        Transparent

        You will have a secure login to your client portal that will allow you to view your entire financial landscape in one location on any online device. Through this portal you will be able to view your accounts and access financial tools, performance reports, balance sheets, key documents and more.

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