Transform Your Hard Work Into Lasting Wealth

Tailored Financial Guidance for Driven Business Owners Navigating Life's Transitions.

Constructive conversations around what your secure “Pre-Retirement” or a full-on “I'm never working again” looks like.

Dustin Serviss CFP CIM CLU CHS
Founder, Serviss Wealth

Results

5400+

Client Goals Achieved

2000+

Successful Plans Implemented

$300M

Total Net Worth Managed

Trusted by

Testimonials

  • Thank you Dustin for being our financial bodyguard in all aspects of our life. You have been there through the break through’s and challenges of our business. We appreciate the fact we can reach out anytime to run ideas by, get prompt answers and more importantly council my wife and I through an area of life we used to not understand.

    Brad – Partner/President of Versatile Fab & Machine

  • Dustin Serviss understands entrepreneurs. Being business owners himself, he was able to quickly identify my financial planning priorities and offer creative solutions. Innovative would be a keyword I would use to describe Dustin and his team.

    Scott Terris – Former Partner/Owner Spartan Metal Processing

  • Serviss Wealth has given our business partners a sense of confidence when it comes to managing the risks of having a successful business. We appreciate that Dustin coordinates our accountants and lawyers to achieve whatever goal we are setting.

    Jason Eising – Partner/Owner/General Manager – Norsteel Building Systems

  • Dustin and Meghan are a pleasure to deal with regarding our partnership insurance. Their extreme attention to detail and their energetic personalities made business dealings a refreshing experience.

    Greg Carlin and Rocky Becker – Retired Partners/Owners of Grayhawk Industries

  • Dustin and his team were very professional, energetic and provided my family clarity in our financial, business and life goals.

    Chad Cameron, Owner Cameron Exteriors

  • As a business owner I have come to rely on Serviss Wealth’s expertise in finding the very best solutions for my needs. Their expertise and exceptional customer service allow me to focus on running my business (& riding my bike) without distraction.”

    Dave Robideau – Partner/Owner – Miller Equipment Rentals Ltd.

Are you new to Serviss Wealth?

PODCAST

The Picture of Wealth

With Dustin Serviss

Dive into the world of financial wisdom with our latest podcast episode on wealth management! Join us as we unravel the secrets to building and preserving your wealth. Don't miss out—tune in now and take the first step toward a wealthier future!

COURSE

Navigate Your Financial Journey with Confidence & Clarity

Our program will find the missing wealth you likely already have.

Feeling successful but wondering what's next? Our 7-Step POW Process is your roadmap to financial transformation. Discover how with our free 5-minute video, and take the next step with our comprehensive Net Net Tough course.

3 Point Promise

Financial Confidence

You’ll receive confidence that we’re doing the right thing - no more guesswork needed.

Career Focus

We’ll take the weight off of your shoulders so you can focus on what you do best.

Targeted Growth

You’ll have clarity on your next transition, so you’ll never have to feel alone.

Ready to unlock your financial potential?

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Ready to unlock your financial potential? -

Book a personalized wealth strategy session with us! Let's chart a course to financial success tailored just for you. Secure your spot now, and let's turn your financial goals into reality.

Personalized Wealth Management Tailored to Your Unique Life Journey.