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Wert-Wealth-Management

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jessica-Wert

    Jessica Wert

    Account Vice President

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • MA
    • ME
    • MN
    • MO
    • ND
    • NE
    • NM
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Prior to joining Wert Wealth Management as a Financial Advisor in 2014, Jessica N. Wert was employed as a Certified Public Accountant (CPA) with Deloitte & Touche in Phoenix, Arizona.  Jessica's experience as a CPA has included assisting in the performance of annual financial statement audits, internal control audits, and quarterly reviews of both public and private institutions.

    As a Financial Advisor and Portfolio Manager with Wert Wealth Management, Jessica focuses on client service and relationships, social security strategies, college savings, life insurance reviews, and long term care planning. In 2018, Jessica obtained her Certified Financial Planner (CFP) credential.

    Jessica holds both a Bachelor of Science and Master of Accountancy from Arizona State University. As a native resident of Mesa, AZ, Jessica has been an active member within the community. She spent a number of years as a volunteer with East Valley Women's League and has served in leadership roles involving the organization's largest charitable project, The Cinderella Affair. For the 2017/2018 year, Jessica served as a Board Member and Fundraising Chair with East Valley Women's League. Jessica has also served several years on the Valley Life Gala Planning Committee for the annual "Legacy of Love" Gala.

    When not at work, Jessica enjoys spending time with her husband (Caleb), daughter (Blakely - 5), son (Wyatt - 2), and two dogs.

    Areas of Focus:

    • Life Insurance and Long Term Care Planning
    • Retirement Savings Strategies
    • Retirement Spending Strategies
    • Social Security Strategies
    • College Savings Plans
    • Client Communication
    • Financial Goal Analysis

    Current Licenses: Series 7 and Series 66 as well as Health Insurance, Life Insurance, and Variable Annuity Licenses

     CA Insurance Lic. #: 4192830

      • Arizona State University, Bachelor of Science
      • Arizona State University, Master of Accountancy
      • CERTIFIED FINANCIAL PLANNER™
      2575 East Camelback Road
      Suite 900
      Phoenix, AZ 85016
      jessica.wert@ubs.com
      Jessica Wert
      2575 East Camelback Road,Phoenix,AZ,85016
    • Todd-Wert

      Todd Richard Wert

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • HI
      • IL
      • IN
      • KS
      • KY
      • MA
      • MN
      • MO
      • ND
      • NE
      • NM
      • NV
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • VA
      • WA

      As a First Vice President - Wealth Management and Senior Portfolio Manager, Todd R. Wert has more than 30 years of expertise in providing comprehensive wealth management, financial planning, and portfolio management services to his clients. Todd's practice focuses on providing customized plans and solutions to help clients achieve their individual and unique financial needs and goals. Through his in-depth understanding of the planning process, Todd is able to create both tax efficient and multigenerational strategies in the wealth accumulation and asset distribution phases of the investing lifecycle.

      Todd is a graduate of the University of North Dakota and holds an MBA with a Finance concentration from Arizona State University. Todd and his wife of 34 years reside in Mesa, AZ with their two German Shorthaired Pointers, Millie and LeDoux. Todd enjoys spending time in Northern Arizona with his wife (Beth), daughter (Jessica), son (Christopher), and four grandchildren. Over the past several years, Todd has renewed his love of motorcycles and can be found out "cruising" on weekends.

      Areas of Focus:

      • Custom Financial and Retirement Planning for Individuals and Families
      • Asset Allocation and Investment Portfolio Construction
      • Portfolio Analysis
      • Insurance and Income Planning
      • Tax Planning
      • Wealth Preservation and Transfer

      Current Licenses: Series 7, Series 63, and Series 65 licenses in addition to the Life Insurance and Variable Annuity Licenses.  

      CA Insurance License Number: 0B87649

        • University of North Dakota
        • Arizona State University, MBA with a Finance Concentration
        • Senior Portfolio Manager
        2575 East Camelback Road
        Suite 900
        Phoenix, AZ 85016
        todd.wert@ubs.com
        Todd Richard Wert
        2575 East Camelback Road,Phoenix,AZ,85016

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      UBS and Credit Suisse—stronger than ever

      Global Wealth Report 2024

      Crafted wealth intelligence

      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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      $5.8+ trn

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      As of 03/31/2024

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      UBS is a leading and truly global wealth manager

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