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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.

About Section

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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At Wendell Charles Financial, we align with LPL Research to construct asset allocation models, select quality managers, and provide ongoing investment monitoring in addition to our own, proprietary research.

Asset allocation does not ensure a profit or protect against a loss.

 

 

Online Access Section

Online Access

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

 

Wealth Vision Financial Dashboard

Gain clarity of your entire financial life, set goals for your future, and we'll guide you through the Wealth Vision financial planning process.

                                                                                                  

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Latest Blog Posts

Access Our Team Approach with Model Wealth Portfolios
Jan 21, 2019 by Wendell Charles Financial

Partnering with money managers via Model Wealth Portfolios to create your customized portfolio gives us the ability to provide you many new potential benefits. The time is right to consider this exciting opportunity.

You Get a Team

Rather than one or two advisors, you’ll have an entire team of experienced, knowledgeable, third-party money...

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How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs
Sep 25, 2018 by Wendell Charles Financial

Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to determining the right amount of life insurance is understanding the role of your Social Security Survivorship Benefit (SSSB).

What is the Social Security Survivorship Benefit?

If you qualify for Social Security and pass away, a...

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LPL Research Presents Our Midyear Outlook 2018: The Plot Thickens
Jul 11, 2018 by Wendell Charles Financial

Presenting the LPL Research Midyear Outlook 2018: The Plot Thickens, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead.

When we as investors began 2018, we were tuned in to the recent fiscal policy changes that were expected to propel economic...

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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.

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Phone: (310) 706-4179

Email: info@wendellcharles.com

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

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