What We Do


What's Unique About Us?

We work with people who want more than just a statement every month. Our clients want sophisticated strategies that will profit in good times and bad, and allow them to lead the life they want and preserve a legacy for their kids, their grandkids and the causes they care about. Our clients want an advisor who will be proactive and who will be there to help them make the right decisions at every stage and in every scenario.

 

You've worked with other advisors before, but have you worked with a planner?

We're planners - but not the kind that just plug your numbers into a worksheet and send you on your way. We work intimately with you to figure out what kind of income you need and how to generate that income from your investments, social security benefits, pension benefits and other income sources in a sustainable way that feels good to you. 

When we first sit down with you we'll take a deep dive into getting to know and understand you and the people and things that matter most to you. We'll talk about where you are now, where you want to be five years from now, ten years from now and beyond. Then we'll create an organized financial strategy that will simplify your complicated finances and accomplish your future goals. We don't just tell you want to do--we work with you to come up with a plan that feels good to you. 

 

 

We know that protecting your wealth is as important to you as growth.

We're not just advisors - we're money managers. And we get it. You want to make sure your portfolio lasts as long as possible. You want to your investments to grow, but more importantly you want to make sure your advisor has a strategy to protect you from major market declines. That's why we designed our active investment strategies. Whereas many other advisors might simply stick your money in a particular fund and leave it there, you want an advisor who will be proactive and use sophisticated strategies to protect your portfolio in perilous times.

We'll work closely with you to guide you through the good times and the bad. Do you want to hear from us every month? No problem. Once a quarter? Sure. Once a year? That's fine!

Regardless, we'll be watching over your portfolio full time. And we'll be there to answer your questions when the market does something unusual. 

  • We'll reach out proactively. 
  • We'll alert you when it's time to make a change.
  • We'll tell you when we see an opportunity.
  • We'll answer your calls and return your emails.

 

 

You need an advisor who you trust and who understands you.

We've been the trusted guides in the journey to a comfortable retirement for our clients for over 30 years. And as independent fiduciaries, we'll put you and your interests first.

Do you want to explore becoming a Wurz client?

Schedule a no-obligation consultation and together let's find out if we're the right people for you to trust on your journey to a comfortable retirement.

 

Schedule a complimentary 30-minute introductory meeting to determine if we're the right fit.

 

Or, simply give us a call at 859-291-9879.