What We Do And How We Help


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 all different scenarios. 

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 to you most. 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 help you create an organized financial strategy that will simplify your complicated finances and accomplish your future goals. We don't just tell you what 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, too. 

But we'll be watching over your portfolio full time. And regardles...

  • 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 guide 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 Financial client?

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

 
 
 

 

 

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