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Your Experienced

 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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Access your financial accounts any time, anywhere, on any device

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Latest Blog Posts

Blockchain Innovators SMA Now Available
May 24, 2018 by Wendell Charles Financial

“You should be taking this technology as seriously as you should have been taking the development of the internet in the early 1990s.” – Blythe Masters, Former CFO of JPMorgan, CEO of Digital Asset Holdings

The LPL Research Blockchain Innovators portfolio is a low-cost separately managed account (SMA) solution for clients...

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Tax Planning Basics
May 16, 2018 by Wendell Charles Financial

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

Basic tax planning starts with your AGI or Adjusted Gross Income.  This is your total income after any adjustments or credits have been applied. Reducing your AGI is the number one goal of many tax planners, and the...

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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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Contact Us

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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