Working with Wetsel Financial
In 2011, I founded Wetsel Financial with the goal of providing objective financial services to individuals, corporations and foundations. Our advisors offer comprehensive financial planning by building a long-term partnership with you through clear communication and mutual respect. As an independent advisor, I have the flexibility to invest in my clients’ best interest and provide tailored services for your portfolio.
When we work together, you can benefit from:
- Holistic approach to life planning – no matter where you are in life, you have goals and dreams. I work with you to create a life plan based on your needs, goals and objectives.
- Passion for providing independent advice – utilizing our vast resources, I offer tailored strategies designed with the objective to address the needs of your goals and financial growth.
- An independent investment partner – I care about your life goals and the performance of your portfolio. I serve as a true partner to help you live the life you desire.
- Objective guidance and advice – with access to leading independent research, I can help you make informed, objective decisions.
- Investment choice and flexibility – I do not offer any propriety products, so I can help you choose objective investment products and strategies from many of the nation’s leading investment managers.