Cebert Wealth Management specializes in Fee Based Asset Management and utilizes Custom Model Portfolios. 


Investments *

  • Common Stock  
  • Bonds
  • Brokerage Accounts
  • IRA’s – Traditional, Educational, Roth, SEP, Simple
  • Variable Annuities
  • Mutual Funds
  • Non-Publicly Traded Real Estate

Financial Planning 

  • Retirement Plans 
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans

Insurance  

  • Fixed Annuities 
  • Life Insurance
  • Long Term Care Insurance

*Investments offered through FSC Securities Corporation, Member FINRA/SIPC