What’s Unique About Wurz Financial Services?
The Uniqueness of Wurz Financial Services
Wurz Financial Services, a bespoke, family-owned business, is proud to cater to the financial planning needs of leading law firm proprietors and top-tier real estate agents. Established by Richard Wurz, the brand embarked on a journey to redefine financial advisory services. He was later accompanied by his sons, Darren and Travis Wurz, each carving out their distinctive niches.
Darren Wurz, a specialty financial planner for attorneys and law firm owners, is celebrated for his book, “The Lawyer Millionaire,” published by the American Bar Association, and is renowned as the host of the popular “Lawyer Millionaire Podcast.”
Simultaneously, Travis Wurz is notable in the field of real estate agents, assisting them in managing their finances effectively and planning meticulously for retirement. He is also an educator, delivering continued education courses covering diverse financial topics for realtors.
Our Client-Centric Approach
At Wurz Financial Services, we believe in creating sustainable and long-term relationships with our clients. We are not here to deliver a statement every month; we are here to serve as dedicated financial advisors. We appreciate the need for proactive and responsive financial planning that caters to varying scenarios with sophisticated strategies. Our mission is to assist our valued clients in leading a fulfilling life while preserving a legacy for future generations.
Upon our first meeting, you can expect a deep and meaningful conversation aimed at understanding you and your values better. It’s not about where you are; it’s about where you want to be in the next five, ten, or more years. Together, we’ll create an organized financial strategy to transform your complex finances into clearly defined future goals that align with your ideals.
Our service frequency is flexible, and our approach is always proactive. We promise to alert you about changes on time and to respond diligently to your inquiries. We are committed full-time to managing your portfolio and identifying beneficial opportunities.
For over 30 years, we have been the trusted pathfinders, guiding our clients towards a comfortable retirement. As fiduciaries and independent advisors, our clients’ needs and interests always precede our own. It is not just our name on the door, but our commitment to serve your needs for years to come.
Are You Ready to Join the Wurz Financial Family?
Schedule a no-strings-attached consultation today and let’s ascertain if we are the right fit for your financial planning needs as you embark on your comfortable retirement journey.
Don’t hesitate to give us a call today at (859) 291-9879.