01. About Us

We are dedicated to providing investment management and strategic wealth planning that is suitable for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process can be an effective way to create a more financially independent plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Who Are We At Wexford?

"We take a "hands on" approach to financial guidance. We believe, not only will you find Wexford Financial Strategies knowledgeable, but you will also discover that we are invested in making your needs, wants and wishes a reality. Our unique client experience has been designed with a goal to keep you focused on where you want to go, advise you on how to get there, and we continually remind you the importance of self discipline. Unlike most financial advisors, we have no ties to any one insurance or investment company and we are not incentivized to sell financial products. This absolute independence affords us the ability to do what is truly in the best interest of our clients."

Scott B. Zuckerman, ChFC, CLU, CFS, ChSNC - President & CEO

Specialized Services

 

Concierge Wealth Management

Concierge Wealth Management Distinctive Guidance for Significant Wealth With significant wealth comes great opportunity, as well as an increasing complexity of choice—especially with respect to who you entrust to share your financial and personal aspirations. While maintaining and growing your...
 

Divorce Consulting

If you are considering a divorce, in the process, or post agreement, there are so many financial issues you need to think about and address. Along with all the other emotions that come along with divorce, navigating the financial path, can cause substantially more stress. Our objective is to...
 

Special Needs

Parents of children with special needs face enough challenges; financial stability doesn’t have to be one of them! CEO, Scott Zuckerman, ChFC®, CLU®, CFS® is a Chartered Special Needs Consultant, (ChSNC®) Providing adequate resources to cover the needs of two generations is best left to the...
 

SmartVestor Pro

What does it mean to be a SmartVestor Pro? More than likely you have come to this page because you are a Dave Ramsey fan! We are too, and are here to help you navigate throught the financial planning process. So what does it mean to be a SmartVestor Pro? I agree to the SmartVestor Code of Conduct. I...
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Do you have a financial “junk drawer?”

Knowing why you own certain financial products is paramount. It is our priority to learn about your goals and help you pursue them.

Order Your Copy of Our CEO's New Book

Book cover - Don't Be A Financial Disaster

In the book, Scott sets out to change the narrative of impending financial disaster that many Americans face. He does this by providing advice from his professional experience and by including numerous worksheets to help readers take action.

In Don’t Be a Financial Disaster, Scott likens the average American’s lack of process in financial planning to “developing a financial junk drawer” where financial records are only pulled for occasional use such as doing yearly taxes. Instead, Mr. Zuckerman advises that people actively work toward building wealth by following a financial planning approach that utilizes five main components which he details in the book.

Overall, Don’t Be a Financial Disaster is a financial planning book written “for everyone” and is intended to motivate and educate.

Buy Now

Blogs

5 Damaging Myths About Money Talks & the Facts Behind Them

Scott Zuckerman |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Scott Zuckerman |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...