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

Schedule a Consultation

Start Your Discovery

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.

Item 1 of 6

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!

Listen on Spotify

Listen on Apple Podcasts

Transform Your Hard Work Into Lasting Wealth

Dustin Serviss, CFP CIM CLU CHS
Founder, Serviss Wealth

Results