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 Wealth Advisor

Customized guidance for your financial plan and investment portfolio.

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Our Services

We manage investment portfolios and create financial plans for individuals, families, & corporations. Our clients receive the best of both worlds, personalized & experienced service with integrated technology tools. 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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About

CEO | Wealth Manager, Evan Kirkpatrick, will help analyze your portfolio, organize your financial life, & create a plan for your future.

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Latest Blog Posts

If You Received A 401(k) Plan Refund Check, Here Is What You Do
Apr 02, 2018 by Wendell Charles Financial

Our CEO & Wealth Manager, Evan Kirkpatrick, contributed this article to the CNBC Financial Advisor Hub. 

Click HERE to access the article. 

 

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Pay Yourself First - The Holy Grail of Personal Finance
Mar 15, 2018 by Wendell Charles Financial

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

Once the shock and horror of taxes goes away, money management comes into play. Most of the time these days, paychecks are spent before the money hits your account. If only at the moment of your first paycheck you had...

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The Importance of Financial Goals
Feb 12, 2018 by Wendell Charles Financial

At Wendell Charles Financial with our investment planning, we view goals as life’s destinations, whether it is where you want to be at the end of the day or at some point in the distant future. But there is a big difference between a clearly stated goal with a plan to achieve it, and a hope or a pipe dream that merely swirls around in your head.  If a goal is not perceived as realistic or achievable, then it‘s nothing more than a hopeful aspiration without any real...

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

Phone: (310) 706-4179

Email: info@wendellcharles.com

1230 Rosecrans Avenue, Suite 300, Manhattan Beach, California 90266

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