Myra Salzer

Regularly listed among the country's top financial advisors by Worth magazine, Myra Salzer is the founder and president of The Wealth Conservancy, Inc. After founding the firm in 1983, Salzer began specializing in fee-only financial planning as a wealth coach and inheritor's advocate. Her specialty is "interior finance," or the personal aspects of inherited wealth. She published The Inheritor's Sherpa: A Life-Summiting Guide for Inheritors in 2005. In 2008, she developed TIES (The Inheritor's Empowerment System), a series of nine steps for inheritors who want to harness the potentials of their wealth and realize their greatest life ambitions. A member of the National Association of Personal Financial Advisors (NAPFA), Salzer is a frequent speaker at conferences in the field of financial services. She has been profiled and consulted in several financial journals and she co-facilitates periodic workshops to help inheritors engage their wealth toward their personal potential. Before entering the financial services industry, Salzer earned a degree in chemical engineering and worked for major corporations in that field. She later became a CERTIFIED FINANCIAL PLANNER? professional. She also founded a software company, Executor's Resource, to provide estate management and settlement products to executors and other financial advisors. For advancements in the software industry, particularly the development of EstateLogic, Salzer was named Financial Planning Magazine's "Technology Wizard" in their 2010 Innovator Awards. Salzer has two grown daughters and lives in the foothills of the Rocky Mountains with her husband and dogs. Salzer can be reached through her firm's website, TheWealthConservancy.com.


By same author

An organic companion for those seeking to harness personal potential and overcome traps and burdens associated.....

Read More

Waiting for a reply to your inquiry? 

(Please read, thanks.) 

Man standing in the dark next to his computer holding a candle, like Diogenes of Synope

 Due to a Spambomb attack, our contact form is having issues!  

A notification about our contact form inquiries:  A few weeks back,  we endured a spam-bomb attack.  We received literally tens of thousands of emails, via our contact form on the CONTACT page.  Our web guys leapt into action, and put in a "ReCaptcha" element, to try to stop the spam bombs.   And it worked, hooray. However, it apparently also caused a glitch, in which we have NOT received all the submitted inquiries, from real customers and prospective customers. We apologize for this and we're in the process of fixing it. In the meantime, if you do not hear from us same-day, or at the absolute latest, within 24 hours, please email us directly, not using the CONTACT form, but the email address on our CONTACT page in the "How to Reach Us" column, thank you. We apologize for any inconvenience and we hope it's all resolved shortly. 

Thank you for your understanding.