Wurz Financial Services - Financial Advisors for Attorneys and Law Firm Owners - Covington, KY

Wurz Financial Services is a team of independent financial advisors and retirement planners based in Covington, Kentucky, specializing in wealth management for successful attorneys and retiring couples. As fiduciary, fee-only advisors, they provide comprehensive financial planning, including tax minimization and retirement planning, as well as professional portfolio management using active investment strategies. Their services also extend to helping law firms set up and manage 401(k) and other retirement plans, and implementing sophisticated tax strategies for attorneys and law firm owners. Clients have reported feeling comfortable and confident in their decision to work with Wurz Financial Services, citing the team's professionalism, personalized investment plans, and patience in explaining complex financial concepts. Overall, Wurz Financial Services is a trusted and recommended partner for attorneys and law firm owners seeking expert financial guidance.