About the Company
Wendell Charles Financial is an independent financial services firm providing a custom experience for each individual, family, or institution. Founded in 2011 by CEO, Evan Kirkpatrick, WCF is a primarily digital wealth management firm delivering investment management, financial planning, and insurance services to over 650 individual & family client accounts utilizing innovative software and video conference meetings. While we are committed to remote work as an option, we have office locations in the Los Angeles area, Chicago, and Davenport, Iowa.
Team Member Perks
Our goal is to create an environment where all of our team members can be successful. That includes financial success, but also a 'results' oriented approach where balance between work and life is valued. Team member perks are designed to show our commitment to holistic success for you and your family.
- Group medical, dental, and vision insurance
- Group life and disability insurance
- 401(k) with match up to 4%
- Attainable bonuses and profit-sharing
- Paid time-off
- Flexible and remote work optional
- Charitable gift matching
Our Values
If we work hard for our clients, results will follow. Along the way, we've developed some guiding values that we believe help us stand out to our clients and deliver an exceptional experience.
- Diversity: We value all people from all backgrounds equally and without exception.
- Generosity: Our goal is for our clients to be successful. If that happens, we are successful as a company and we will be financially generous to all team members.
- Self-discipline: Micro-managing isn't fun for anyone. We hire great people and trust them to get the job done. Your day to day schedule is less important than results.
- Reliability: Our team members show up when they say they will and get tasks done on time.
- Excellence: Excellent client service, excellent operational efficiency, and excellent team work. Average is not in our DNA.