Let's move forward. Together.

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
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • ME
    • MN
    • MO
    • NC
    • ND
    • NE
    • NM
    • NV
    • NY
    • OH
    • SC
    • TX
    • VA
    • WA
    • WI

    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 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 is an active member within the community. She is a member of the East Valley Estate Planning Council and a volunteer with East Valley Women's League serving in leadership roles involving the organization's largest charitable project, The Cinderella Affair. Jessica is also currently serving on the ValleyLife Gala Planning Committee for the 2019 Gala. When not at work, Jessica enjoys spending time with her husband, young daughter, and three dogs.

    Areas of Focus:

    • Life Insurance and Long Term Care Planning
    • 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

     

      • Arizona State University, Bachelor of Science
      • Arizona State University, Master of Accountancy
      • CERTIFIED FINANCIAL PLANNER™
      4800 N Scottsdale Road
      Suite 4500
      Scottsdale, AZ 85251
    • Todd-Wert

      Todd Richard Wert

      Senior Vice President–Wealth Management

      Financial Advisor

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

      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 Walter. Todd enjoys spending time in Northern Arizona with his wife (Beth), daughter (Jessica), and son (Christopher). Over the past two years, Todd has renewed his love of motorcycles and can be found out "cruising" with his son 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.  

        • University of North Dakota
        • Arizona State University, MBA with a Finance Concentration
        • Senior Portfolio Manager
        4800 N Scottsdale Road
        Suite 4500
        Scottsdale, AZ 85251

      The Year Ahead - Sustainable Investing

      Retirement planning

      Retirement planning

      Multigenerational planning

      Multigenerational planning

      Legacy—Wealth for others

      For needs that go beyond your own—to help you improve the lives of others

      What will your legacy be?
      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

      Learn more at ubs.com/wealthway.

      Backed by the strength of UBS

      A global leader in wealth management

      $2.8 trillion

      In invested assets globally 
      As of 06/30/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager