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.


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Holiday Closing Alert! Memorial Day, 2020   

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As amazing as it is, this year, for the first time ever,  we're going to be closed for Memorial Day!

That means we're going to be closed, Saturday-Monday May 23rd-25th,  2020.

I know what you're thinking--what???  The whole country's been closed down for two months!  Whaddya mean, you're taking off?  Well, we haven't been closed.  We've been here working harder than ever, due to a wildly increased demand for our services, so honestly, the Crew and I desperately need these days away.  No telephone calls or emails will be answered.  The admin office needs a break.  We'll be back, everything to the ready, the morning of Tuesday, May 26th, to get cracking.  Thank you for your support and understanding.  And please, don't forget why we honor Memorial Day.  We should never--never--forget The Fallen.  

For those of you already in production, the production crew is running full steam; Judith (QA--Quality assurance, our Princess of Perfection) and Jay (Our Doyenne of Customer Delight) will be here and working, checking books and sending them out, so please, don't worry.  It's just we lazybones in the admin office that need a break!