Wert Wealth Management - UBS Financial Services Inc.

We can help you embrace your financial future

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Offering personalized financial solutions tailored to your specific goals and needs, the team in EP Wealth's office in Peoria provides customized investment portfolio management, retirement planning, legacy and estate planning, tax planning, business solutions, and other services aimed at growing and preserving wealth to support your lifestyle now and in the future. Contact us today to start building your financial future.