Our Firm
WMBURT ADVISORS™ WEALTH MANAGEMENT LLC is a full-service financial firm committed to helping people pursue their financial goals.
We have been working with individuals and businesses since 1997, through market decline and growth, through stable and volatile periods. We are still serving our clients and their families ranging from their early 20s to late 90s. Serving clients’ best interests have not changed. We are fiduciaries, dedicated to developing lasting relationships and at the same time seeking to offer wise financial counsel on the journey toward financial confidence.
Though we offer a wide range of financial products and services for both individuals and business owners, your specific life or business context drives our conversations. First and foremost, we will work to understand you and your goals. We are not in a hurry. We work at your pace, endeavoring to help you understand your now and your financial future.
To connect with you we extend in-person appointments, lunch & learns, seminars, phone calls and virtual meetings.
We currently serve investment clients in the states of:
Iowa, Nebraska, Minnesota, Maine, New York, North Carolina, Florida, Arizona, Colorado, and Washington.