What’s Unique About Wurz Financial Services?
Wurz Financial Services is a boutique, family business, specializing in the financial planning needs of law firm owners and top real estate agents. Our business was founded by Richard Wurz when he decided to launch out on his own as an independent financial advisor to better serve his clients. He was later joined by his sons–Darren and Travis Wurz.
As financial planners, Darren and Travis each have their own unique niche that they serve. Darren specializes in financial planning for attorneys and law firm owners. He is the author of The Lawyer Millionaire, published by the American Bar Association, and host of The Lawyer Millionaire Podcast.
And Travis focuses on real estate agents, helping them better manage their cash flow and investments, and plan for retirement. He teaches continue education courses for real estate agents on a variety of financial planning topics for realtors.
How We Serve Our Clients
We work with people who want more than just a statement every month. Our clients want to work closely with a dedicated financial advisor on a personal basis. Our clients want an advisor who will be proactive, responsive, and who will be there to help them make the right decision at every stage and in all different scenarios. Our clients want sophisticated strategies that will allow them to lead the life they want and preserve a legacy for their kids and grandkids and the causes they care about.
When we first sit down with you, we will 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, and clarify where you want to be five years from now, ten years from now and beyond. Then, we’ll work closely with you to 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 will be watching over and managing your portfolio full time. Our commitment to you is:
- We will reach out proactively
- We will alert you when it’s time to make a change
- We will tell you when we see an opportunity
- We will answer your calls and return your emails.
You need a financial advisor who you trust and who understands you. We have been the trusted guide in the journey to a comfortable retirement for our clients for over 30 years. And as fiduciaries and independent advisors, we will put your interests first.
The difference between working with other financial advisors and us is this: Our name is on the door. That means you can count on us to serve your needs for many years to come.
Do you want to explore becoming a Wurz Financial client?
Schedule a no-obligation consultation and let’s find out if we’re the right professionals for you to trust on your journey to a comfortable retirement.
Call us today at (859) 291-9879.