Value Statement

Our Values Keep Us Accountable

Every client conversation we hold, every audit we perform, and every strategic decision we make is underpinned by the values we hold dear. Our values are at the core of everything we do at Wertz & Company. We are proud to share them with you. We expect you to always hold us accountable to the lofty promises these values support.

Wertz & Company Value Statement

Our VISION is to always be Client Centered

Our MISSION is to Empower Our Clients to Reach Their Highest Aspirations

Our STRATEGY is to be Entrepreneurial

Our PROFESSIONAL SERVICE PROCESS commands us to
Ask
the right questions
Listen
attentively
Understand
fully
And only then to Act

Our PHILOSOPHY compels us to
Think Outside the Box
, apply our Insight, and focus on Innovation

Our VALUES are unshakable
They include Right Relationships, Depth of Resources & Passion for Results

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Talk to Us.
A Trusted Advisor.
A Proactive Partner.

Call us with your high expectations and learn how Wertz & Company will meet them every time.

Irvine: 949.756.5000

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Entrepreneurs by Nature. Technicians by Trade. Partners through Trust.