Seltzer Financial is affiliated with Equity Concepts, LLC, which was formed in 1991 to help people become the best possible stewards of what has been entrusted to them by teaching them the truth about money. Equity Concepts created a unique approach to financial management,   The PEAK Financial Process™. This approach ensures that financial aspects are integrated and coordinated to help maximize and protect wealth and also allows individuals to use concepts to build wealth that were mainly being used by larger institutions. Based on the success of that business Seltzer Financial Strategies was founded in 2004.

As Equity Concepts strategies increased clients’ wealth, it became evident that wealth without quality of life wasn’t enough. In response to this issue,  The Integrated Lifetime Experience™ was created in order to coordinate a client’s personal (Career, Family, Health and Spiritual) and financial life. This program gives a plan, a path and the structure for clients to not only reach their lifetime goals, but also exceed them.