Customized guidance for your financial plan and investment portfolio.
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We manage investment portfolios and create financial plans for individuals, families, & corporations. Our clients receive personalized & experienced service with integrated technology tools. Please contact us for a detailed consultation regarding your specific situation.
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.
Whether you are approaching or in retirement, our reports evaluate the total cost and funding surplus or shortfall to work towards your retirement goals. We then provide actionable options and recommendations to keep you on track.
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.
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.
CEO | Wealth Manager, Evan Kirkpatrick, will help analyze your portfolio, organize your financial life, & create a plan for your future.
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.
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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.