Welcome to the Art of Wealth Family

We will be your guide on your financial journey!
775-515-0010 Office   ·  775-451-2512 Text  ·  [email protected]

Meet the Team

Patrick Forderhase, Wealth Advisor

Reach Out to Patrick When You Need:

  • Answers to questions regarding your retirement plans
  • Statements and tax documents
  • Updates to your financial plan

Email Patrick

Veronica Wimer, Director of Client Services

Reach Out to Veronica When You Need:

  • Assistance with contributions & distributions
  • To facilitate online account access, custodial applications
  • Answers to questions regarding Required Minimum Distributions

Email Veronica

2022 Tina Headshot

Tina Buckholz, Client Service Representative

Reach Out to Tina When You Need:

  • To schedule a meeting
  • To update beneficiaries, your address, and other personal information
  • Answers to general questions

Email Tina

Set-up Your Online Account Access

YOUR CX ACCOUNT
(CLIENT EXPERIENCE)

Your Client Portal where you can view your accounts managed under Art of Wealth Management, link outside accounts, access statements & tax docs, and securely share documents with us. 

YOUR FIDELITY ACCOUNT
(WEALTHSCAPE)

If you have accounts at Fidelity, this guide will show you how to set up your online access.

YOUR CHARLES SCHWAB
ONLINE ACCOUNT

If you have accounts at Charles Schwab, this guide will show you how to set up your online access.

Schedule a Meeting:  In Person  ·  Virtual