What We Do
If you appreciate regular communication from your advisor telling you what is going on and what they are doing about it, then we are the team you’re looking for. With Cebert Wealth you get experienced financial advice and asset management, along with exceptional service.
Cebert Wealth Management has been serving clients in over forty states since 1998. While we have access to a broad range of financial solutions, we focus on asset management using custom model portfolios. We work with our clients to develop a complete financial plan, and then meet on a regular basis to ensure the plan stays on target.
The advisors and senior staff make up the Cebert Wealth Investment Committee, which makes all decisions regarding the management of our clients’ investments. The Investment Committee works tirelessly to stay informed about economic and market trends, and to interpret what is actually happening. Over 80 years of combined experience has taught us to look past the headlines. While we meet formally every week to discuss what changes may need to be made in our client’s portfolios, the Investment Committee monitors our clients’ investments daily and takes action when necessary.