01. About Us

We are dedicated to providing investment management and strategic wealth planning that is suitable for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process can be an effective way to create a more financially independent plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Who Are We At Wexford?

"We take a "hands on" approach to financial guidance. We believe, not only will you find Wexford Financial Strategies knowledgeable, but you will also discover that we are invested in making your needs, wants and wishes a reality. Our unique client experience has been designed with a goal to keep you focused on where you want to go, advise you on how to get there, and we continually remind you the importance of self discipline. Unlike most financial advisors, we have no ties to any one insurance or investment company and we are not incentivized to sell financial products. This absolute independence affords us the ability to do what is truly in the best interest of our clients."

Scott B. Zuckerman, ChFC, CLU, CFS, ChSNC - President & CEO

Specialized Services

 

Concierge Wealth Management

Concierge Wealth Management Distinctive Guidance for Significant Wealth With significant wealth comes great opportunity, as well as an increasing complexity of choice—especially with respect to who you entrust to share your financial and personal aspirations. While maintaining and growing your...
 

Divorce Consulting

If you are considering a divorce, in the process, or post agreement, there are so many financial issues you need to think about and address. Along with all the other emotions that come along with divorce, navigating the financial path, can cause substantially more stress. Our objective is to...
 

Special Needs

Parents of children with special needs face enough challenges; financial stability doesn’t have to be one of them! CEO, Scott Zuckerman, ChFC®, CLU®, CFS® is a Chartered Special Needs Consultant, (ChSNC®) Providing adequate resources to cover the needs of two generations is best left to the...
 

Insurance

Comprehensive insurance solutions built to protect what matters—business, personal, life, health, and beyond. Get coverage tailored to safeguard your assets from the unexpected.
Schedule Your Free Consultation Now

Do you have a financial “junk drawer?”

Knowing why you own certain financial products is paramount. It is our priority to learn about your goals and help you pursue them.

Order Your Copy of Our CEO's Book

Book cover - Don't Be A Financial Disaster

In the book, Scott sets out to change the narrative of impending financial disaster that many Americans face. He does this by providing advice from his professional experience and by including numerous worksheets to help readers take action.

In Don’t Be a Financial Disaster, Scott likens the average American’s lack of process in financial planning to “developing a financial junk drawer” where financial records are only pulled for occasional use such as doing yearly taxes. Instead, Mr. Zuckerman advises that people actively work toward building wealth by following a financial planning approach that utilizes five main components which he details in the book.

Overall, Don’t Be a Financial Disaster is a financial planning book written “for everyone” and is intended to motivate and educate.

Buy Now

Blogs

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The New Face of Fraud: How AI Is Changing the Scam Game

Scott Zuckerman |
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has supercharged scammers' abilities. Now they can use AI to copy voices with just...
default blog image

The New Face of Fraud: How AI Is Changing the Scam Game

Scott Zuckerman |
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has supercharged scammers' abilities. Now they can use AI to copy voices with just...