Experience the difference of
Truly Refined Wealth Management
We blend reliability and innovation to provide high net worth individuals with trusted, concierge-level financial services.
Plan for Your Future
At Webber Seltzer Wealth Advisors, we have a three-step process for building a financial strategy that helps you pursue your goals.
Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Evaluate
Using our proprietary process, we’ll examine your current financial situation and help determine your retirement income needs.
Plan
Receive a custom strategy designed to help you work toward your unique retirement goals.
Plan for Your Future
At Webber Seltzer Wealth Advisors, we have a three-step process for building a financial strategy that helps you pursue your goals.
Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Evaluate
Using our proprietary process, we’ll examine your current financial situation and help determine your retirement income needs.
Plan
Receive a custom strategy designed to help you work toward your unique retirement goals.
Attend An
Educational Retirement Workshop
We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our workshops.
Our Team
We have a problem-solver mentality. If there is a fire to put out, our clients know that the first person they can call is our team."
Access this guide
Fill out the form below to access this 6-page instant download to learn how your retirement income plan could be affected by key financial challenges, like longer lifespans, higher health care costs and in-home caregiving expenses.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.