Our clients are business owners, executives and retirees with complex needs that are best served by developing personalized financial strategies. We positively impact the lives of these committed, long-term investors by giving them confidence to help achieve their most important goals.
As your financial advisor, I am passionate about your financial success and firmly believe that it's important to understand the goals that you're working toward before investing your money. I look forward to working with your CPA and attorney to address the entire scope of your financial concerns including tax reduction, estate considerations and wealth transfer strategies to ensure the most efficient strategy specifically tailored to your personal situation.
If you are going through a life change, whether it involves a change of job, retirement, divorce, illness or death of a loved one, we are here to listen, support and help you navigate through that very difficult situation.
I am originally from Wichita, KS and attended Newman University and Wichita State University. I've lived in Topeka since 1999 and have worked with Edward Jones since 2008. I have two children, Ryan and Riley.
I have two fabulous branch office administrators, Jenny Minner and Shellie Priddy. We are passionate about providing you with the highest level of client focused service, strive each day to make a difference in our clients' lives and end up developing long-lasting relationships.
If you take investing seriously and have questions about savings and retirement strategies, please call us so that we can set aside some time for our first conversation about your goals!
Phone NumberMatt Wurtz at (785) 272-1831
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