Why Dave Wertz?
- Comprehensive, Individually Taylored Financial Advice
- Exceptional Investment Results

- Unmatched Qualifications
Passed all three Chartered Financial Analyst (CFAtm) exams.
Only one in ten who takethe first exam pass the third. Thus,
I know how to evaluate the full range of investment products.
Passed the Certified Financial Planner(CFP)tm exam. I can give
you the full range of financial advice that you need.
- Better Fee Structure
We get no commissions from our recommendations.
This keeps us focused solely on what is best for you.