Helping you to reach your goals

The Burt Financial Group of Wells Fargo Advisors believes that a disciplined approach to risk management is the foundation of successful investing.  By listening and learning each individual clients goals and appropriate levels of risk tolerance, we are able to develop a personalized asset allocation.  We then help ensure proper diversification within the broader asset allocation in conjuction to providing a disciplined and personalized approach to rebalancing, a critical factor in risk management today.  Leveraging our experience and the financial tools we have available we are able to provide a personalized investment strategy to aid in the fruition of clients goals.

Portofolio construction is only one part of the wealth management experience.  Wealth management planning encompasses all critical financial events that occur during our lifetime such as estate planning strategies, risk management/insurance, and liability management reviews. The Burt Financial Group of Wells Fargo Advisors strives to provide the highest level of service by focusing on each intricate detail of the relationship.  Quality and frequent communication is vital to a successful wealth management relationship. In person portfolio reviews, phone, email and mailed reports are all components of our communication efforts.  Client confidentiality is taken with extreme seriousness, rest assured protection of your personal information is taken with due care.