Your path to affordable financial security
We are your solution providers and we would love to work with you! Let us introduce you to some of our services.
Contact us for a quote
Ready to take the next step? Get in touch with us today for a no-obligation quote!
Preparing you for today and tomorrow
We at Burnett Wealth are aware that people face all kinds of challenges through life. We can help unravel the mystery of preparing for today and tomorrow, for yourself, your family, or your business. Whether you’re investing to build wealth, protect your family, preserve your assets, or keep your employees happy, we are here to help guide you to think through it all and come up with solutions.
At the core of our business is the principle of building caring client relationships.
Our Mission
To learn more about you, to understand your needs, desires, aspirations and goals, and to guide you in identifying strategies that contribute to your financial well-being and your lifestyle now, while building a foundation for later years.
We are skilled and experienced in providing financial services to individuals and organizations. We can help!
What people are saying
I’ve worked with Dahlia as my financial advisor for a number of years. I’ve found her to be honest, helpful and very knowledgeable in her advice. She is polite in her manner and pleasant to deal with.
I am so grateful for working with Dahlia. She is great to work with, her professionalism and personal attention comes through in every interaction I’ve had. Over the years, she has made sure that I invested wisely. I was recently diagnosed with cancer, and was able to take advantage of my savings to cover my medical costs. Thanks to Dahlia’s advice and wisdom, my initial investments grew substantially. I can’t say enough about investing and saving for your future – you never know when it will come in useful.
Our Vision
To be the broker of choice, dedicated to guiding, serving, and protecting families and businesses with excellent, affordable financial and insurance products and services
Our Values
Burnett Wealth is committed to the principles of service, integrity and professionalism while providing our valued clients the highest quality of service, care and respect, with the goal of exceeding their expectations.
We provide our clients with the best financial and insurance solutions possible, helping each one to achieve their personal goals.
Ready to take the next step?
Get in touch with us to start preparing for your today and tomorrow.
Dahlia made sure that I understood all the details of my contract. All my inquiries and concerns were responded to in a timely and professional manner. Because of the great customer service that I have received from this company I have with (great confidence ) referred numerous friends and relatives so they can receive the same quality service that I received.