Sutley Wertzer, Inc.

10/08/2026

🛫🌴 “A few days in San Diego and another reminder of why mentorship matters, no matter where you are in your career.

I recently traveled with Bryan Wertzer to our San Diego office for client meetings, and I was reminded of how meaningful the relationships we build with the people we serve can become.

One meeting involved helping a client through some of the financial responsibilities following the loss of his wife.

The patience and compassion Bryan brought to that conversation reinforced something I’ve come to appreciate in my own work as an advisor: what we do is about so much more than managing money.

It’s about showing up for people when life gets hard.

It’s making complicated things feel manageable.

And sometimes, it’s simply being someone they can trust.

I’m grateful to work alongside Bryan and to have a mentor who continues to challenge and shape the way I serve my own clients.”

- Jack George, Associate Advisor

10/06/2026

A day in the life of Tiffany Wilkinson , our Sr. Client Service Manager here at Sutley Wertzer.

From the calm moments at home that start her morning, to the focus she brings into the office, to the joy she shares with her family after hours, Tiffany shows what it looks like to lead with dedication in every part of her day.

With more than 15 years in financial services, Tiffany is the steady hand behind so many of the processes our clients rely on. She manages paperwork with precision, keeps transactions moving smoothly, and is the person you can count on when navigating the more intricate parts of the financial journey.

Outside the office, she’s an explorer at heart: traveling, creating, and finding new ways to bring imagination into everyday life. And at the center of it all is her favorite role, spending time with her husband and daughter.

This is the balance, the commitment, and the heart she brings to Sutley Wertzer every single day.

09/22/2026

♥️ Honored to spend last Friday evening supporting Northern California Children's Therapy Center. A remarkable organization dedicated to helping children and families access life-changing therapy and early intervention services.

Their team serves thousands of children each year and continues to meet a growing need in our community.

As the advisor for their 401(k) plan, I’ve had the privilege of seeing firsthand the passion and dedication of the people behind this mission.

Last week’s fundraiser was about more than raising dollars, it’s about creating opportunities for children to receive the support they need to reach their full potential.

Grateful to be part of an evening that celebrates impact, service, and the power of community.

Learn More: https://ctchelpskids.org

- Steve

RetirementPlanAdvisor

09/15/2026

As parents and financial professionals, we know how important it is to prepare for the future.

That’s why, during College Savings Month, our team is talking about 529 plans and the role they can play in helping families save for education expenses.

Every journey starts with a first step and when it comes to college savings, starting early can make all the difference. 🎓

WealthManagement

09/11/2026

🇺🇸 Today, we pause to remember.

As we commemorate the 25th anniversary of 9/11, we honor the lives lost, the heroes who sacrificed everything, and the resilience that united our nation in the face of tragedy.

In this video, Bryan Wertzer shares his personal memories from that day and reflects on how those moments have stayed with him ever since.

September 11, 2001 is a day many of us will never forget.
Where were you that day?

We invite you to share your story and memories in the comments as we remember together.

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

09/04/2026

📸 The professional photos from our national conference are in, and they’re a fun reminder of just how long we’ve been on this journey together.

As we looked through them, we couldn’t help but think back to where it all started. What began as a partnership years ago has grown into a business we’re incredibly proud of today.

We’re grateful for the clients, colleagues, and friendships we’ve made along the way, and we always enjoy the opportunity to connect, learn, and recharge at events like this.

- Steve and Bryan

08/25/2026

📚✏️ It’s back-to-school season!

Today we’re celebrating all of the incredible kids of the Sutley Wertzer family as they head into a new school year.

We wish each of them a year filled with learning, growth, new friendships, and unforgettable memories.

Have a fantastic school year, & make us proud!🎒🍎✨

08/20/2026

📜 August is National Make-A-Will Month.

One of the most important conversations in financial planning isn’t about investments. It’s about making sure your wishes are clearly documented and your loved ones are protected.

In this video, Wealth Advisor and Partner Steve Sutley shares a real client story that highlights what can happen when estate planning is delayed and why having a will is one of the greatest gifts you can leave your family.

Don’t wait for “someday.” Your future self and your family will thank you.

ProtectYourFamily

08/17/2026

🎥 Excited to share the video that premiered at Independent Financial Group’s National Conference.

It tells the story of a transformation that began with my family and ultimately changed my health, my confidence, and the way I approach every challenge, including those in business.

Seeing it played just before James Lawrence, The Iron Cowboy, took the stage made the moment even more meaningful. Grateful to IFG for the opportunity to share my story and for the reminder that we’re often capable of far more than we believe.

- Bryan