Our Services

Our services are customized to each individual, family, or corporation. Please contact us for a detailed consultation regarding your specific situation.

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.

Retirement Planning

Whether you are approaching or in retirement, our reports evaluate the total cost and funding surplus or shortfall to reach your retirement goals. We then provide actionable options and recommendations to keep you on track.

Investment Management

Our team builds customized portfolios based on your specific goals and objectives. Allocations may include equities, ETF’s, mutual funds, individual corporate & muni-bonds, and other alternative investments depending on your unique situation.

Philanthropic Advising

We guide our client’s philanthropic efforts by selecting the most appropriate charitable giving investment vehicles including foundations, donor-advised funds, charitable remainder trusts, and more.

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Latest Blog Posts

Getting Started with Guided Wealth Portfolios

Oct 09, 2017 by Wendell Charles Financial

Getting started with our new, all-digital platform, Guided Wealth Portfolios, is the simple and easy way to receive personalized planning, service, and advice from us at a low minimum. Guided Wealth Portfolios is a great fit for the following clients:

Millennial clients who prefer an all-digital solution vs. office meetings
Those just getting started with Roth or Traditional IRA's (Guided Wealth...

Financial Planning and Financial Advice for Entertainment Professionals

Oct 05, 2017 by Wendell Charles Financial

by Evan Kirkpatrick, CEO & Wealth Manager of Wendell Charles Financial

If you are a member of The Screen Actors Guild‐American Federation of Television and Radio Artists (SAG-AFTRA), Directors Guild of America (DGA) or Producers Guild of America (PGA), you are in elite company. You may even be ‘living the dream’ that so many strive for, getting paid to do what you love.

Yet, there are many challenges associated with acting, directing, producing, writing or...

How Political Climates Affect the Financial Market

Sep 29, 2017 by Wendell Charles Financial

If you’re a fan of political dramas on televisions, you’ll know that the turbulent world of politics has an affect on the global financial markets. But what about in real life? How much does art - if you can call shows like Scandal, Veep, and House of Cards art - imitate life, and vice versa?

The truth of the matter is that 2017 is turning out to be a bit of an unpredictable political year, and a lot of that can be boiled down to the win in November 2016, when Trump was...

Your Experienced

Wealth Advisor

Download our Ebook, 'The Four Stages of Retirement Planning'

Our Services

Our services are customized to each individual, family, or corporation. Please contact us for a detailed consultation regarding your specific situation.

Financial Planning

Retirement Planning

Investment Management

Philanthropic Advising

Home

Latest Blog Posts

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Contact us

Your Experienced

Wealth Advisor

Download our Ebook, 'The Four Stages of Retirement Planning'

Our Services

Our services are customized to each individual, family, or corporation. Please contact us for a detailed consultation regarding your specific situation.

Financial Planning

Retirement Planning

Investment Management

Philanthropic Advising

Home

Latest Blog Posts

Contact Us

Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.

Contact us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.