About Our Firm - Wurz Financial Services

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 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.

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. 

Do you want to hear from us every month? No problem. Once a quarter? Sure. Once a year? That's fine!

But we'll be watching over your portfolio and retirement plan 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 an independent firm, we'll put 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 depend upon during your journey to a comfortable retirement. Our toll-free number is 888-510-2362. Or click on "contact us" at the top to send us a message.

Meet The Wurz Family

Learn more about retirement planning.

Learn more about portfolio management.