With more than 23 years of experience, the Hertzog Wealth Management Group does not provide general financial advice to the average investor; we work with investors interested in preserving and growing their wealth. We take great care in the wealth planning and investment strategies that are aligned with the objectives and risk tolerances of the families we work with. This process allows open communication with our clients, tax, legal and estate professionals, and keeps them informed on their progress throughout the year. Our investment strategy revolves first around your life strategy. Our goal is to meet your short and long term objectives with the lowest probability of failure.
We embrace the role as your trusted financial advisor and continually strive to provide the best service and results possible.