Wendell Charles Financial

At Wendell Charles Financial, we provide an independent & consultative approach to investment management.

At Wendell Charles Financial, we provide an independent & consultative approach to investment management. Each individual or corporation is unique & deserving of a comprehensive plan to achieve their specific goals. As a trusted advisor to our clients, we partner with many of the world’s leading investment managers & companies without the use of proprietary product. The most important part of our firm is the relationship we have with each client. We only work with a select group of clients in order to remain easily accesible & directly communicate with each individual or plan sponsor . The professionals of Wendell Charles Financial look forward to helping our clients continue building their legacy through disciplined investment management strategies. For Individuals: In addition to asset management, our clients are often looking for opportunities that exist outside of major exchanges. These opportunities are often referred to as “alternative investments” & require extensive due diligence & evaluation prior to being discussed. We utilize our expertise & relationships for a select group of clients meeting minimum requirements & risk tolerance levels.