Sutley Wertzer, Inc.

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

08/11/2026

👋 Please join us in welcoming Jack George back to Sutley Wertzer!

Jack started his advisory career with our firm and quickly became a valued member of the team. After expanding his experience elsewhere in the industry, we’re thrilled to have him return as an Associate Advisor.

As a fully licensed financial advisor pursuing his CFP® certification, Jack is committed to helping clients navigate life’s financial decisions with confidence and clarity.

When he’s not working with clients, Jack enjoys the outdoors, pickup basketball, playing guitar, and spending time with family and his fiancée, Caitlin.

Check out his video below to hear a little more from Jack himself.

08/10/2026

At last week’s Independent Financial Group, LLC National Conference, our team had the opportunity to learn from and connect with advisors from across the country, bringing home fresh ideas and valuable insights that will help us better serve our clients.

One of the biggest highlights was seeing our own Bryan Wertzer, AIF®’s inspiring story of perseverance shared on stage, a powerful reminder that success is built through resilience, grit, and determination.

We were also fortunate to hear from incredible keynote speakers, including Robert Herjavec of Shark Tank and James Lawrence (“The Iron Cowboy”), whose stories challenged us to think bigger, push through obstacles, and embrace growth.

Beyond the education and inspiration, we’re grateful for the family-friendly culture that makes IFG so special. Great conversations, meaningful connections, and quality time with family made this year’s conference one to remember.

Ready to put what we’ve learned into action!

Leadership FamilyFirst SharkTank IronCowboy Grateful

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

08/06/2026

☀️ We’re having a great time at the Independent Financial Group, LLC National Conference in San Diego!

One of the things we appreciate most about IFG is its family-friendly culture.

We’re grateful to be part of a broker-dealer network that values both professional growth and family.

Looking forward to a fantastic week of learning, connecting, and bringing new ideas back to serve our clients even better.

07/31/2026

💻 We’re grateful to everyone who joined us for our Cybersecurity Lunch & Learn in-person and online this week!

A special thank you to our guest speaker, Katie Carruesco of the California Department of Financial Protection & Innovation, for sharing valuable insights on fraud prevention, scam awareness, and practical ways to protect personal and financial information in today’s digital world.

At Sutley Wertzer, we believe financial planning goes beyond investments. Helping our clients stay informed and protected is just as important. Thank you to all who attended in person and virtually and contributed to a great discussion.

CyberSafety