We're passionate about helping good people manage investments, insurance, philanthropy, and financial planning. Our custom wealth vision financial plans offer a complete picture of your entire financial life. Ranging from 20 to 45 pages in length, we explain key points and action steps to guide you toward your financial goals.
Whether you are approaching or in retirement, our reports evaluate the total cost and funding surplus or shortfall to work towards your retirement goals. We then provide actionable options and recommendations to keep you on track. Our team builds customized portfolios based on your specific goals and objectives.
Whether you are approaching or in retirement, our reports evaluate the total cost and funding surplus or shortfall to work towards your retirement goals. We then provide actionable options and recommendations to keep you on track. Our team builds customized portfolios based on your specific goals and objectives.
Services
Wendell Charles Financial is an independent financial services firm providing a custom experience for each individual, family, or institution. Evan works directly with clients to develop holistic financial plans and investment strategies. Prior to founding Wendell Charles, Evan began his career at a global Fortune 100 firm & ran the investment division of a boutique wealth management & corporate benefits company.
Most importantly, our goal is to give you confidence in your financial plan and the lifestyle freedom that accompanies it. Founded as an ideal, not just a business, WCF exists to create more people like our founder's Grandfather, Wendell Charles Kirkpatrick.
As a 40-year physician in private practice, an investor in the markets and real estate, and a generous philanthropist within his community and the arts, Wendell introduced Evan to business axioms and advice that continue guiding us today.Evan's first lesson in charitable gifting came as a teenager when Wendell sold a highly appreciated apartment complex and used it to fund a charitable trust.
As a 40-year physician in private practice, an investor in the markets and real estate, and a generous philanthropist within his community and the arts, Wendell introduced Evan to business axioms and advice that continue guiding us today.Evan's first lesson in charitable gifting came as a teenager when Wendell sold a highly appreciated apartment complex and used it to fund a charitable trust.
We are currently accepting new clients and look for a positive attitude and kind heart more than a specific dollar figure. While we do not maintain investment 'minimums', we do recommend you have an account of at least $25,000 or will invest that amount soon with the goal of becoming financially confident.
Hire us as your financial plan manager to organize, optimize, and automate your financial life. Let us guide you through our Wealth Vision process, analyze your situation, and get things done to help you build and protect your wealth. Work with us as your outsourced investment manager. We are always paying attention to your accounts and proactively keep you updated in addition to providing online tools and resources.
A financial plan is your road map towards a successful financial future. A financial plan is customized for you based on your specific goals and life circumstances. Let's start bringing clarity to your financial plan with one of our custom reports. Below are just a few examples of how we unlock your goals and discover how we can help you pursue them.
Reviews
Be the first to review Wendell Charles Financial.
Write a Review
