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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