Wurz Financial Services - Retirement Planning and Investment Management

  • 888-510-2362

Plan with care. Live with courage. ®

You have a lot of ideas about your future. You've earned it!
You may want to spend more time with family, start a new venture, travel, or just play golf everyday--without worrying that you won't have enough.

You want to retire knowing that what you've built will last the rest of your life.  

But this is going through your head:

  • Will I run out of money in retirement?
  • How do I start to think about drawing from my differrent accounts in retirement?
  • What if there's another market crash? Will my portfolio survive?
  • How can I stay aggressive with my investments, but also protect my wealth from major downturns?

These are difficult questions and you know you can't answer them alone. We help people like you!

You may have worked with other advisors in the past, but now you need something different. How are we different?

We are planners--but not the kind that just plug your numbers into a program. We know the needs and risks you face and we'll work to create a holistic plan that feels good to you. 

We are money managersWe won't just stick you in some funds and forget about you. We will personally and proactively manage your investments, using our unique, data-driven investment process to protect and grow your portfolio. 

And it's our name on the door. We've been around for 30 years and we're here to stay. And we care about our name and our reputation. That's why as an independent firm, we're dedicated to putting you and your interests first. 


Click here to find out more about how we work with our clients.

Or call us today at 888-510-2362.




Wurz Financial Services is proud to work with TD Ameritrade, Fidelity Investments, MFS, American Funds and other fine, established investment companies.


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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck