Our Wealth Planning Process | Burgesser Wealth Management Phoenix

Our Process

While developing a customized financial program, we will walk you through a step-by-step process to help you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the latest products and services.

What To Expect From Us

Burgesser Wealth Management's mission is to help you grow, protect, and transfer your wealth while providing peace of mind and minimizing taxes. When you work with us, you can expect clear guidance, personalized service, and a relationship built on trust.

Unbiased, Objective Advice
Transparent and honest guidance to support your financial decisions
No hidden agendas—your best interests always come first

Proven Client Service Model: 12-4-1
We keep you informed, aligned, and supported throughout the year with our structured communication model:

12 Monthly Touchpoints – Regular updates to keep you informed
4 Quarterly Reviews – In-depth conversations to assess progress and fine-tune your strategy
1 Annual Strategy Session – A full review to update your plan and revisit long- and short-term goals

Simplified, Consolidated Reporting
One Monthly Statement – Easy-to-understand, consolidated reporting for clarity and peace of mind
No clutter, no confusion – Just the information you need, when you need it

Access to Elite Investment Opportunities
Institutional Portfolio Managers – Benefit from professional strategies typically reserved for large institutions
Private Equity Access – Explore exclusive alternative investments for qualified clients

Customized Investment Planning
Tailored to Your Goals – Every plan is personalized around your unique financial objectives
Risk-Managed Approach – We aim to take the least amount of risk necessary to help you succeed

Transparent, All-Inclusive Fee Structure
Aligned Incentives – When you do better, we do better
No Hidden Fees – Clear, predictable pricing designed to give you confidence and control

A Relationship You Can Count On
When you choose Burgesser Wealth Management, you’re not just hiring an advisor but gaining a trusted partner. We’re here to help you navigate life’s financial decisions with purpose, clarity, and confidence.

Getting Started

Before choosing an investment advisor, it’s essential first to understand your unique financial concerns and risk tolerance. Take a moment to identify what matters most to you—and how much risk you’re truly comfortable with. Get started by completing our short Risk Questionnaire.

It’s simple, quick, and designed to help you make more informed decisions about your financial future.

The analysis results in a "Color of Money" score, which provides us with insights into one's risk profile and can be used to guide investment decisions.

Here's a more detailed breakdown:

Risk Assessment:
The Color of Money Risk Analysis is a tool that helps individuals understand their risk tolerance – how comfortable they are with the possibility of losing money in exchange for the potential for higher gains.

Financial Planning:
a crucial first step in developing a personalized retirement plan, ensuring investment strategies align with the individual's risk profile, according to retirement planning resources.

Interactive Questionnaire:
An Online Questionnaire That Assesses An Individual's Attitudes Toward Risk and uncertainty related to their assets.

Color-Coded Score:
Produces a score, often represented by a color (e.g., green for conservative, yellow for balanced, red for aggressive), indicating the level of risk the individual is comfortable with.

How it works
Understanding Risk:
The analysis helps individuals understand their risk preferences by exploring their feelings about potential gains and losses and the predictability of their investments.

Personalized Roadmap:
The output (e.g., the "Color of Money" score) provides a roadmap for adjusting investment strategies to align with the individual's risk tolerance and financial goals.

Informed Decisions:
By understanding their risk profile, individuals can make more informed decisions about their investments and financial planning, increasing their confidence and security in their financial future, according to Brokerage Specialists.

"Whats Your Color of Money"

*Exclusively customized to fit ultra-high net worth clientele.