Seltzer Financial Strategies
An affiliate of Equity Concepts
Vast reach and deep roots.
Since 2004, Seltzer Financial Strategies has been an important part of the central Pennsylvania community by serving the families and individuals with their wealth management needs. Our roots stretch back to 1991 when Equity Concepts was founded in Richmond, Virginia by Michael Thaler. Collectively we serve over 2,000 households and advise on $1.35 Billion in assets.
In 2017 we began the process of merging the companies under the name Equity Concepts. The Seltzer name will continue to be prominent in the community and our impact will only continue to grow. It has been and will continue to be our honor to serve Pennsylvania along with 20+ states across the nation.
Continue with the rest of the Equity Concepts website to learn the full depth of how we can help you Invest with Clarity and Live with Confidence.™
Three simple steps toward financial confidence
Organize
Let’s take an inventory of your financial picture — so you can create a sense of peace and clarity knowing that each detail of your financial life is documented with intention.
Strategize
Together we’ll create a clear strategy for investments, financial planning, tax strategy and risk management — so you can live with confidence.
Actualize
How do you use your money, relationships and skills to make the world around you a better place? Let us help you think more deeply about the lasting impact your life and wealth will ultimately have.