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Our Owner, David Wertz is Retiring so we are no longer taking clients
We are a full service financial advisors. This means that we offer both financial planning and investment advisory services.
Our investment advice services includes investment advice on how to invest money in the current market as well as long term investment strategies.
Contents of this page:
More pages about our Financial Advice:
Financial Advice and Financial Planning
Like most people, you have hopes and plans for yourself and your family. No matter your financial planning goals we can help: You could be looking for financial advice on a short term goals like buying a home. Or you might want our senior financial advisor, David Wertz, Ph.D., to prepare a financial plan to achieve long term goals like a retirement strategy or an estate plan that will help your loved ones for years to come.
Attaining these goals requires concrete steps on your part. Financial planning is the process of identifying the steps you need to take to achieve your dreams and goals.
We can help you set goals and adapt to changing life circumstances. Retirement planning is especially complex because it involves issues that you have not dealt with before.
What Sets us Apart as Financial Advisors and Financial Planners is:
We understand that the job of YOUR investment advisor is investing money to help you meet YOUR goals. The investment strategy we follow and the investment portfolio we select will be designed to meet them. Usually these goals are some combination of:
What sets us apart as investment advisors is
See our Investment Advice page for more about our investing services.
We are fee-only financial advisors, which means that we receive no commissions or fees from the sale of the products we recommend. This means we are objective and guided solely by your goals.