Darren P. Wurz
Darren is a Certified Financial Planner® Professional with an M.S. in Financial Planning from Golden Gate University. As a fiduciary and fee-only advisor, he specializes in working with attorneys, law firm owners, and couples near retirement, providing comprehensive financial planning and active investment management. He is dedicated to helping his clients transition from their working life to a comfortable retirement with confidence.
Darren is the author of “The Lawyer Millionaire,” expected to be released in early 2022 from the American Bar Association. Darren is active in his local community as a member of the Northern Kentucky Bar Association, the Northern Kentucky Chamber of Commerce, and the Covington Business Council. He is also a member of the American Bar Association and the Financial Planning Association.
To learn more about Darren, connect with him on LinkedIn.
Travis R. Wurz
Travis Wurz specializes in serving business owners, realtors, and self-employed individuals. He primarily works out of the Toledo office. He is a graduate of the University of Toledo with a Bachelor’s degree in Financial Services. He has both his Series 7 and Series 66 licenses.
In his work with real estate professionals, he has found that his clients are interested in building up passive income. He helps his clients create a diversified income stream, build long term wealth, and plan for retirement.
Travis is passionate about continuing the family legacy of providing sound and intelligent planning services to our new and existing clients. He is active in his local community as a member of the Maumee Chamber of Commerce, The Chamber Partnership, and the Women’s Council of Realtors.
*Securities offered through Fortune Financial Services, Inc., member FINRA / SIPC. Fortune Financial Services, Inc. and Wurz Financial Services are separate entities.
Richard H. Wurz
Richard Wurz began his career in financial services while still in his twenties. That means he has weathered every market cycle since the 1980s. That gives him a unique perspective and deep understanding of the ups and downs of the stock market. He has used that insight to help clients accumulate, preserve and pass on wealth with maximum efficiency.
After working for a large financial institution early in his career, Richard saw the value and importance of serving his clients as an independent advisor who could offer unbiased advice. And so, he founded Wurz Financial Services. His strong sense of caring and duty to his clients has been passed down to Darren and Travis.
“The credo I live by and what I’ve instilled in my sons is this: People don’t care how much you know unless they know how much you care. I believe this and so do they.”