A Family-Driven Team Approach for Decades
At Wurz Financial Services, we believe in the profound power of teamwork and the richness of experience passed down through generations. Our family-oriented firm, active for three generations now, has preserved a wealth of experience while continually fostering a team approach to financial management.
This approach allows us to create a harmonious balance between age-old wisdom and contemporary financial strategies, each team member lending their expertise and perspective. Our collective knowledge, enhanced by the color of experience and the pulse of the present market trends, ensures we offer you solid and insightful financial advice just like a trusted friend would.
Every member of our family-team contributes to devising solutions that resonate with your financial goals. It is this authentic combination of our professionally intimate team approach and our family’s longstanding experience in the realm of financial services that sets us apart.
Together, we welcome you to journey with us toward a prosperous financial future. Because at Wurz, your wealth management isn’t just business; it’s a relationship built across generations. Ready to join the family? Get started today!
Recrafting the Investment Management Experience
Leveraging Partnership with Charles Schwab for Enhanced Portfolio Management
In a world where financial growth and security remain paramount, Wurz Financial Services provides unique investment management solutions. Our strategic partnership with Charles Schwab enables us to leverage robust institutional knowledge and resources, helping you paint your financial future with confidence.
Personalized Portfolio Design Tailored to Your Needs
We understand that each client comes to us with a unique set of financial needs and risk tolerance. That’s why we stay committed to designing personalized investment portfolios which resonate with our clients’ investment goals while making the complex task of investment management an effortless exercise.
Ensuring Low Cost to Maximize Your Returns
Why spend more when you can get more for less? Wurz Financial Services emphasizes cost-effectiveness. We keep costs low by using indexed ETFs (Exchange-Traded Funds) with low expense ratios. And guess what? Schwab provides zero commissions on ETF trades! Our low-cost investment approach allows us to maximize your returns by minimizing fees and commissions. We believe that a cost-effective portfolio, including low expense ratios for ETFs and zero commissions on trades, is one of the most important factors in helping you achieve long-term financial success.
Embracing Best Practices to Secure & Grow Your Wealth
Our philosophy leverages a passive investment approach based on the modern portfolio theory. It’s complemented by research-based, quantitative tactical investment strategies. This unique blend of proven methodologies is designed to minimize risk and improve your long-term returns. The combination of these strategies is what can allow us to consistently deliver strong results over a wide range of market conditions.
Amplifying Market Gains with Leveraged & Inverse ETFs
In the dynamic financial market, there’s room to profit from both ascents and declines. We utilize leveraged ETFs and inverse ETFs to capitalize on market gains and even try to turn market declines into potential profit opportunities.
Fuel your financial future with Wurz Financial Services. Experience unique investment management, personalized to your financial needs, and designed to maximize your wealth.
How to Get Started Now
Maximize your investment opportunities with our experienced team. Get started now by scheduling a 30 minute call below.
Smart Tax Strategies for a Robust Portfolio
Just when you thought our services couldn’t get any better, we’re here to pleasantly surprise you! Wurz Financial Services doesn’t just stop at innovative investment management. We go one step further by providing expert assistance in the crucial area of tax management.
Your Financial Growth, Minus the Tax Hassles
Taxes have always been a significant concern for investors but they shouldn’t have to be a hurdle to your financial success. We’re here to help. Our team of experienced professionals has a comprehensive understanding of tax implications and the ability to tactically integrate tax-efficient strategies into your investment plan.
Tax Management Seamlessly Integrated into Your Portfolio
Let the stress of tax planning be a thing of the past! Our goal is to harmoniously weave tax strategies into your overall investment approach. By doing this, we aim to maximize after-tax returns for the long-term growth of your wealth, giving you more time to focus on what truly matters – your dreams, your life, your future.
Keeping Up with the Ever-Changing Tax Landscape
Taxes are, at times, as fickle as the market. They’re refined, adjusted, and amended. But don’t worry – we keep an eye on it for you. We stay updated on tax law changes, ensuring that your portfolio is always in line with the current tax landscape and ready to seize any potential benefits thrown its way.
Connect with Wurz Financial Services
Connect with us today and let Wurz Financial Services guide your tax management strategies in harmony with your investment goals. After all, you deserve to enjoy your financial growth knowing that the load of tax planning is managed smartly and professionally. With us by your side, your financial, as well as tax future, is in capable hands.