Wurz Financial Services - Retirement Planning and Investment Management







How We Serve Attorneys


You're a successful lawyer.
You help your clients make smart decisions.

Now you're facing decisions of your own. 


We can help you make smart decisions for your own future.

It takes a lot of courage to become a successful lawyer. You invested the time, capital and the energy; endured the late nights and the tough cases; you fought for your clients until you were blue in the face. And all the while you faithfully contributed to your firm's 401K plan.

But you may never have given a thought to what your life after the law would actually look like. Life has just been too busy.

Until now.

Law firms and lawyers represent a large percentage of our satisfied clients. That's because representing you and your interests is a job we take very seriously. We have the education and the know-how to guide you in the right direction so you and your family can live comfortably - even after you retire.

Whether you want to work less or retire completely, you demand the same level of savvy advice that your clients demand from you. You want someone who's on your side. And that's what you will get at Wurz Financial Services. You see, we're not part of a giant bank that has one eye on your portfolio and the other eye on theirs. We are an independent company - that means we're free to help you make winning moves that work for you.

We do it by:

  1. Getting to know you and understand your vision of the future
  2. Carefully analyzing your portfolio and making smart suggestions
  3. Intelligently planning your transition or exit strategy  
  4. Guiding you in creating a succession plan, if needed
  5. Assisting you to set up your practice for a profitable sale, if needed

You know the law. We know finance. Let us help you make smart financial decisions, so you can make the most of your future. Give us a call and set up a free, no obligation consultation. We'd love to talk with you.


Click here to learn more about us.

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