Our Mission Statement

At Burgesser Wealth Management, we believe wealth is more than numbers—it’s about purpose, peace of mind, and creating the life and legacy you envision. Our mission is to deliver personalized, strategic solutions for complex financial needs and tax burdens, empowering you to grow, manage, protect, and transition your wealth with clarity and confidence.

We take the time to understand what wealth truly means to you and how you want it to work for your life, your family, and your future. Whether your goal is to make an impact, live comfortably in retirement, or preserve your legacy, we provide tailored guidance and disciplined strategies to help you achieve it.

Through this process, we help you discover what wealth truly means to you.

Guided by a philosophy of prudence, precision, and purpose, we help minimize risk, simplify complexity, and keep your wealth aligned with what matters most.

The Firm Behind Burgesser Wealth Management:

   ^{Brookwood Investment Group LLC.}

Burgesser Wealth Management has chosen to partner with Brookwood Investment Group LLC., based in Phoenix, AZ. Brookwood Investment Group (BIG) strives to provide its clients and its partner firms a level of service unparalleled in the Wealth Management Industry.
As one of the industry’s most prestigious registered investment advisers (RIAs), Brookwood oversees/manages more than $2.6 billion in assets and was recently ranked as one of the 300 top RIAs in the United States by the Financial Times
(2020).
Brookwood has advisory offices with wealth managers throughout the country acting as fiduciaries, allowing its advisors the autonomy and independence required for truly placing the interests of clients first. 

Our Custodian:

Charles Schwab Institutional Advisor Services

Schwab Institutional Services handles the processing of your transactions. We do not provide investment advice or execute any orders from you. Your financial professional is responsible for determining investment suitability and initiating transactions and investigating and resolving any inquiries you may have about your account.

We offer a variety of products. Our cash management services feature unlimited check writing and a Visa® Platinum Debit Card. Our fee-based model enables you to pay a simple fee based on the value of your account rather than a commission for each transaction. It also offers you access to top money managers and choices from thousands of mutual funds available at net asset value (no sales charge). A host of retirement plans are available to fit your needs.

No matter what products you choose, you’ll receive monthly or quarterly statements from Schwab Institutional Services, depending on account activity and tax-related documents, depending on your account type.