Build Wealth, Manage Risk, and Tax Efficiently Transition your Wealth

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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IRS tax form 8997 - for Qualified Opportunity Zone Fund Investments

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

Investments • Tax Savings Strategies • Private Equity • Retirement Income 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, increase performance 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

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

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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.

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Our Team

Brent W. Burgesser

Investment/Wealth Advisor

(480) 388-1997

brent@burgesserwm.com

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Is your $$$ growing?GROW & KEEPmore of what you earnthrough"Tax Efficient Investing"-Burgesser Wealth Management-"Helping you plan today, to be prepared for tomorrow!"

Should You Invest in Exchange Traded Funds?

IRS tax form 8997 - for Qualified Opportunity Zone Fund Investments

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

Our Strategy

Our History

Our Values

Proven Process

Your Future is Our Future

Our Team

Brent W. Burgesser

Have a Question

Is your $$$ growing?

GROW & KEEP
more of what you earn
through
"Tax Efficient Investing"
^{-Burgesser Wealth Management-}
^{"Helping you plan today, to be prepared for tomorrow!"}