Wurz Financial Services - Retirement Planning and Investment Management

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Address:

Phone:

1-888-510-2362

Fax/Other:

888-510-2362

The Wurz Financial Family

Wurz Financial Services is an independent, family-owned and operated business. We are dedicated to helping you move with confidence from your working life to a comfortable retirement.

Meet the team:

Richard WurzRichard H. Wurz

Financial Consultant

I began my career in financial services while still in my twenties and that means I've weathered every market cycle and economic condition of the past 30+ years. That gives me a unique perspective and deep understanding of the ups and downs of the financial markets, which I use to help our clients accumulate, preserve, and pass on wealth with maximum efficiency.

The credo I live by and what I've instilled in my sons is this: “People don't care how much you know unless they know how much you care.” I believe this - and so do they.

Email: rhw@fortunefinancialservices.com
419-867-0542

 

Darren WurzDarren P. Wurz, MSFP

Financial Planner

I'm Richard's oldest son and a graduate of Golden Gate University with a Masters of Science in Financial Planning. My degree equips me with all the quantitative, analytical, and technical skills needed to address today's complex financial situations facing those nearing retirement. However, I'm not just a numbers guy - I love interacting with people too. I'm in close communication with my clients on a regular basis; in fact, sometimes I want to talk to them more than they want to talk to me!

I operate our Northern Kentucky/Cincinnati office. I am active in the Covington, KY Rotary. I'm also a member of the Northern Kentucky Chamber of Commerce and the Covington Business Council, where I serve on numerous committees. 


Email: dpw@fortunefinancialservices.com
859-291-9879

 

 

Travis R. Wurz

Financial Consultant

I'm Richard's youngest son and work with my dad in the Toledo office. After graduating from the University of Toledo with a Bachelor's degree in Financial Services and Entrepreneurship, I went on to getting both my Series 7 and Series 66 licenses. I primarily work with realtors, entrepreneurs and other self employed individuals who are seeking to create a diversified income stream, build long term wealth and plan for their retirement.

I am passionate about continuing our family tradition of providing sound and intelligent financial planning services to our new and existing clients. 


Email: trw1@fortunefinancialservices.com
419-867-0542

 

Learn more about our retirement planning process

Learn more about our portfolio management strategies

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