Learn what is an Qualified Opportunity Zone and Fund

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How To Fill Out 2021 IRS Form 8997 (For "Qualified Opportunity Zone Fund" Investors)


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At Burgesser Wealth Management Inc. our focus is to help you build, manage protect, and eventually transition your wealth. Through integrity, professionalism and the relationships we build, we offer:

Tax Savings Strategies • Private Equity • Retirement Planning • Wealth Transfer Strategies

At Burgesser Wealth Management we strive to make every client feel like they are our only client!

We know that every investor's goals are different and individualized based on YOUR specific situation. We custom tailor every clients plan and investment portfolio to reduce risk and minimize taxes.

Our Strategy

Welcome to goal-driven strategies that put you in the driver's seat.

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Our History

Our decades of experience may help direct your financial future. We pride ourselves on being an integral part of our clients' lives.

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Our Values

Honor. Integrity. Commitment. Our values are at the forefront of our practice and guide every decision we make.

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Proven Process

Proven Process

We take pride in using data-driven strategies, state of the art technologies, and experience to help you take control of your financial life.

Your Future is Our Future

Your Future is Our Future

A sound financial strategy is essential to one's financial future. We'll work with you to build a road map centered on your goals.

Our Team

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