Since 1998, Cebert Wealth Management has been
serving Central Florida and helping our clients work towards financial security
with our personalized approach to wealth planning and
preservation. We specialize in fee based asset management and utilize
custom model portfolios to best suit your needs. In developing and
maintaining a well thought-out wealth management plan, we focus on a variety
of personalized strategies. We also have access to a very broad range of
non-proprietary financial products to help accomplish your goals.
Leading our advising team is President Dale L.
Cebert, regarded as an industry thought leader and continuously ranked as one
of the top 100 Independent Advisors in the country* (Registered Rep Magazine). Dale,
along with the rest of our team of knowledgeable financial professionals, have
over 75 years of combined experience in wealth management and retirement
planning. We are regularly observing and responding to the latest economic
trends to help discern what is in the best interests of our clients.
It has always been our number one goal to instill confidence in our clients' investments. Cebert Wealth Management is a family
oriented firm, meaning that you will be treated with a level of personalized
respect and attention that can be difficult to find in larger firms. We have
been a primarily referral based business for over eight years, and attribute
this to the positive service experiences that our clients provide to their family and
If you find value in regular communication,
educational workshops, market updates, and reaching a friendly live staff
member when you call, then we invite you to “C The Possibilities” and
“Experience the Difference” with Cebert Wealth Management!**
* Please see Award Disclosure page for references.
** Investing involves risk including the loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.