William’s Approach
William J. Wetzler
CFP®
Financial Advisor
Overview
William “Will” Wetzler serves as a financial advisor in Savant’s Birmingham, Alabama, office, where he focuses on comprehensive financial planning and helping individuals navigate their financial lives with clarity and confidence. A CERTIFIED FINANCIAL PLANNER® professional, he guides clients through wealth transfer strategies, philanthropy planning, proactive income and estate tax considerations, retirement cash flow projections, retirement income optimization, insurance analyses, debt management, and education funding.
Will began his career in the financial services industry in 2021. He began working at Savant after working as an associate advisor at Bridgeworth, which joined Savant in 2023. He earned a bachelor’s degree in commerce and business administration from the University of Alabama.
He is an active member of the Financial Planning Association of North Alabama and stays involved in his community through Mountain Brook Athletics as a volunteer coach. He also participates in the Greater Birmingham Tip Off Club. When not in the office, Will enjoys spending time outdoors, playing golf, and cooking.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
Education
- University of Alabama
Bachelor of Science in Commerce and Business Administration
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Financial Planning Association of North Alabama – member
- Mountain Brook Athletics – volunteer coach
- Greater Birmingham Tip Off Club – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.