We strive to provide best-in-class wealth management services through personalized planning and a unique perspective to better meet your family's specific financial goals and objectives.
We are committed to deliver on our promise - to build a long lasting professional relationship as your family’s Chief Financial Officer. We provide a comprehensive and thorough wealth management plan for your investment growth, one to help you enhance your existing wealth and a plan to protect your wealth in the future. We stand with you as your plans and the environment change, providing guidance and actionable advice in dealing with an uncertain future.
Whether your primary goals are to grow your wealth, enhance it, protect it, give it or donate it, Butler, Lanz & Wagler can help you plan for the future and most efficiently execute that plan.
You have questions. we help find answers to all of your financial questions.
Bottom line, we know that availing yourself of new investments or money management opportunities can be trying. It’s your future and your children’s future at stake. Have no doubt; we meet you where you are. While we don't try to assume the jack-of-all-trades role, we will help you find the answer to your questions.
You won't find overstuffed financial jargon that has nothing to do with you or your goals. We respect you and your financial position, wherever you are in your wealth planning. We don't provide one-size-fits-all packages; our experience and dedication to each and every one of our clients allows us to plan to your specific needs. Whether you are an experienced investor who wants high-level information with concrete goals, or you prefer a consultative approach that allows you to tip-toe into accumulating assets for short or long-term financial needs…
Investment Advisory services are offered through Butler, Lanz & Wagler, L.C., a Registered Investment Advisor.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.