How Wegner Asset Management is Different
My services are set up very differently than what you have likely experienced in the financial industry. While anyone can claim to be an “adviser” or “financial planner,” the truth is very few can state all of the following, which makes Wegner Asset Management extremely unique:

•  As a truly Independent Adviser, I am not affiliated with any other company and therefore work only for my clients – not a parent company or broker-dealer.

•  As a Fee-Only Adviser, the only money I ever earn comes directly from my clients. I never sell any financial products or receive any income or commission from any other source.  

•  As a Registered Investment Adviser, I have a clear legal duty to put your best interest first. It’s called a fiduciary duty. The brokerage industry, on the contrary, has a clear legal obligation to put the company’s best interest first. It’s called the law of agency. The difference is huge.

•  As a Certified Financial Planner (CFP), I have met the education, examination, experience, and ethics standards established by the Certified Financial Planner Board of Standards. An “adviser” with a Series 7 or insurance license has a license to sell, not an educational credential, which ensures that they are a salesperson with financial and legal loyalty to their employer – not to you.

•  As I believe in quality over quantity, I am not in the asset gathering business. By never having more than 50 active clients at any one time, I can offer personalized service that cannot be found at large firms that have hundreds of clients and teams of assistants.

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