Growing up, my career ambition was to be a financial advisor. I liked the idea of guiding people to make smart decisions by giving them the sound financial advice and tools they need to protect and grow their money. I’d help my clients organize their financial lives, avoid costly mistakes, and secure their futures.

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I soon learned that the reality of working in the financial services industry was not what I had envisioned. Large firms put their shareholders’ profits first, and traditional brokers are rewarded by selling financial products, not by making the best choices for their clients. The result: too often, people get bad information from “financial advisors” who don’t have their clients’ best interests at heart.

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It’s time for a fresh approach to financial planning

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After a more-than-30-year career in in the investment industry, I founded Wentsel Wealth Management with the goal of providing the kind of client-first financial advisory service that I have dreamed about. I created a firm that focuses on personal attention, low-cost investment options, and modern client engagement methods to make it easy for individuals, families, and businesses to meet their financial goals.

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Why work with me?

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• Experience and knowledge – I have over 30 years of experience in the investment industry. I have an advanced degree, highly regarded credentials and have taught investment courses at the graduate and undergraduate level.

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• Putting you first – unlike traditional investment firms, I act as a Fiduciary and am bound to do what’s best for you, not what makes me the most money. I also have a fee-only structure which means I do not earn commissions from selling products.

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• Modern approach – an online financial dashboard, customized service, contemporary investment thinking and virtual engagement options are some of the ways we are making financial advice more convenient and useful for you.

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Find out more about my qualifications and the services  I offer.

Then, schedule a free consultation to see how I can help you.

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