About Us
The number and diversity of financial opportunities available to investors seeking effective wealth management is both liberating and complicating. With over 4000 different stocks and exchange traded funds (ETFs), and an ever-expanding variety of bonds on offer in the market today, it can be difficult to know where to start.
Factor in the importance of tax considerations, as well as planning for important life events such paying for a child's education, real estate purchases and sales, weddings, bucketlist vacations, etc. And then consider the intricacies involved in calculating retirement needs: When to make withdrawals; from which account(s); and how to ensure that your savings will last and — ideally — provide a seamless way for loved ones to inherit your estate. It can be overwhelming!
That's why it pays to consult with someone who can help clarify your options. ...Someone with a broad perspective, who is legally bound to offer unbiased counsel, giving your goals top priority when it comes to making financial recommendations.
As President of Burgess Wealth Advisory, Jeffery Burgess brings decades of experience to every business relationship he enters. He works closely with each client in a feduciary role, getting to know their individual situation, and offering sound advice based on a thorough understanding of their financial capabilities, their risk tolerance, and their objectives.
Jeffrey Burgess, CRPC
President
Investment Adviser Representative
Education:
President
Investment Adviser Representative
Education:
- Connecticut College B.S. Religious Studies and Physics
- Internal Revenue Service 1995-1997
- Ameriprise Franchisee Owner and Financial Advisor 1997-2015
- President and Investment Advisor at Burgess Wealth Advisory 2015 - present
- CRPC, Chartered Retirement Planning Counselor from The College of Financial Planning 2006 - present
If you're looking for help with financial planning, investment advice, or budgeting for retirement, talk to Jeff at Burgess Wealth Advisory.
Advisory Services Offered Through Compass Financial Management, An SEC Registered Investment Advisory.
Burgess Wealth Advisory is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Burgess Wealth Advisory and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Burgess Wealth Advisory unless a client service agreement is in place.
Confidentiality of Personal Information
When visitors access our website, we may ask for personal information such as name, address, email address, telephone number, and company. We also collect information about aggregate site usage. Statistics that we gather about unique visits, referring URLs, repeat visits and page views are all based on IP addresses, and are not associated with your personal information. This information shall be considered confidential information and will not be disclosed to any third party. We take every measure to protect our users' information submitted to us through our website or through any survey.
Burgess Wealth Advisory is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Burgess Wealth Advisory and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Burgess Wealth Advisory unless a client service agreement is in place.
Confidentiality of Personal Information
When visitors access our website, we may ask for personal information such as name, address, email address, telephone number, and company. We also collect information about aggregate site usage. Statistics that we gather about unique visits, referring URLs, repeat visits and page views are all based on IP addresses, and are not associated with your personal information. This information shall be considered confidential information and will not be disclosed to any third party. We take every measure to protect our users' information submitted to us through our website or through any survey.