WHO WE ARE
Since conception, we’ve understood that most people don’t save enough for retirement, especially small business owners. Building multi-generational relationships has become the main focus as we’ve grown. Our approach is to not only take a holistic view of our clients lives and goals, it’s also to connect with them on a personal level. We strive to understand their lifestyle, values and concerns for the future.
We believe that our clients have earned the right to be taken care of and to have assurance that their financial circumstances are being managed with a fiduciary standard.
To pursue this we believe in providing the following:
- 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.
Asset allocation does not ensure a profit or protect against a loss.
Wetsel Financial was founded 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.
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.
Our approach to investing for individuals uses 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.
This may include positions in individual equities if suitable for the client. This is in contrast to the traditional higher cost, limited menu approach of some retail firms.
We believe that the biggest enemies to your portfolio and wealth over time are the negative impact of expenses, taxes, and inflation. We are committed to managing unnecessary investment costs and identifying tax-advantaged strategies that strive to improve the chances of the success of your long-term financial plan. We add an element of tax efficiency in the design and monitoring of our portfolios.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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.