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 friends.

 

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!**  

 


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*  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.