Wurz Financial Services

Experienced Financial Guidance for Lawyers, Real Estate Professionals, and Retirees

At Wurz Financial Services, we empower ambitious lawyers, real estate professionals, and retirees to maximize their financial potential and secure an extraordinary future. As independent financial advisors, we proudly offer personalized financial planning and investment management services with a focus on low costs and client collaboration.

Who We Are

Our talented team consists of seasoned financial professionals, each with deep expertise in their respective fields. We hold various industry credentials and maintain the highest ethical standards.

Darren P. Wurz, MSFP, CFP: Founder and principal planner, Darren brings over two decades of experience guiding attorneys, law firm owners, and couples towards financial security.

Travis R. Wurz: Focused on serving clients in the Toledo, Ohio area, Travis leverages his financial services and entrepreneurship background to deliver tailored solutions to realtors, entrepreneurs, and self-employed individuals.

Richard H. Wurz: With over four decades of experience under his belt, Richard offers a unique perspective and deep understanding of market cycles, guiding clients through every financial season.

What We Do

We go beyond just generating monthly statements. We partner with our clients to develop comprehensive financial plans that address their unique needs and aspirations. Our services include:

Financial Planning

• Tax efficiency planning
• Retirement planning and optimization
• Wealth accumulation strategies
• Generational wealth transfer guidance

Investment Management

• Fee-only fiduciary approach for transparency and accountability
• Active investment strategies for exceptional performance and risk management

Specialized Services

• Lawyers & Law Firm Owners: Comprehensive wealth management, strategic planning for law firm growth, and tax optimization.
• Realtors: Financial planning for sustainable passive income, achieving work-optional lifestyles.
• Retirees & Pre-Retirees: Comprehensive retirement analysis, income planning, and market navigation strategies.

Client-Focused Approach

We believe in building strong relationships with our clients through open communication, regular reviews, and proactive guidance. We are dedicated to helping you achieve your financial goals and live a fulfilling life.