Sutley Wertzer, Inc.

Sutley Wertzer, Inc. is a company founded in 1999, specializing in Financial Services and Wealth Management. The company offers comprehensive financial planning services, emphasizing the importance of clear communication and long-term partnership with clients. Sutley Wertzer, Inc. commits to understanding and updating clients' financial goals regularly, monitoring investment risk, and providing transparent explanations of recommended financial planning strategies. They also offer regular reviews through a Personal Financial Organizer (PFO) and act as the primary Wealth Advisor, coordinating with other professionals when necessary. The company operates as a Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. It is important to note that Sutley Wertzer and IFG are unaffiliated entities. Although the information provided is obtained from reliable sources, the company cannot guarantee its accuracy, completeness, or currency. Additionally, the website includes hyperlinks as a courtesy, but users are advised to assume full responsibility when accessing third-party sites. Overall, Sutley Wertzer, Inc. appears to have established itself as a reliable and client-centric player in the financial services and wealth management industry, with a consistent track record dating back to 1999. While specific details regarding recent investments or investors are not available, the company's focus on long-term partnerships and comprehensive financial planning may position it favorably in the competitive financial services market.