BUILDING THE FUTURE
WETSEL FINANCIAL
WE BELIEVE OUR CLIENTS HAVE EARNED THE RIGHT TO BE TAKEN CARE OF AND HAVE ASSURANCE THAT THEIR FINANCIAL CIRCUMSTANCES ARE MANAGED BY A FIDUCIARY.
Our Team
Jason Wetsel | Founder & CEO
Jason thrives in all areas of small business and earned his first business license at 14 years old. A true believer in applied education, Jason completed his undergrad and graduate degrees while simultaneously running two companies. Recognizing the need for people to have comprehensive personalized investment advice, he became a financial advisor in 2006 and founded Wetsel Financial in 2011. Jason and his lovely wife Kristi have been married for over 20 years and welcomed twin boys in 2013. They enjoy anything outdoors: boating, skiing, and off-roading.
Shelle Limoncelli | Licensed Client Relationship Manager
Shirley Burrows | Licensed Director of Client Services
Our Philosophy
Why
Our clients have earned the right to be taken care of and have assurance that their financial circumstances are managed by a fiduciary.
How
We provide comprehensive financial planning by building a long-term partnership with you through clear communication and mutual respect.
What
We use the same techniques, tools, and knowledge used by institutional investors. This means using lower cost investment products, passive as well as active strategies, and alternative asset classes for diversification.
WHAT WE PROVIDE
You Can Expect…
A process driven business that gives our clients the service they should expect from a professional financial services firm
Rapport in order to sustain a long-term relationship built on trust
An advisor with fiduciary responsibilities that has your best interest in mind
Scrutiny over all aspects of your financial circumstances
Appropriation of your time, energy, money and asset allocation that aligns your goals and objectives with your financial reality … We strive to actualize this reality and ensure personal assurance.
BUILDING THE FUTURE
Our Purpose
Speak With An Advisor
We value trust and honesty. We are here to support our clients in the good times and the bad. We pride ourselves on delivering exceptional client service by way of communicating promptly and processing requests in a timely manner. No one ever waits for our response.