WENDELL CHARLES FINANCIAL

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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 worldโ€™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 โ€œalternative investmentsโ€ & 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.

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WENDELL CHARLES FINANCIAL

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Industry:
Advice Consulting Finance

Status:
Active

Contact:
(310) 706-4179

Email Addresses:
[email protected]

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Current Employees Featured

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Solomon M. Karmel
Solomon M. Karmel Team Member @ Wendell Charles Financial
Team Member

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Chelsea Peterson
Chelsea Peterson Team Member @ Wendell Charles Financial
Team Member

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Evan Kirkpatrick
Evan Kirkpatrick Founder/Chairman @ Wendell Charles Financial
Founder/Chairman
2011-01-01

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Christopher Lewis
Christopher Lewis Team Member @ Wendell Charles Financial
Team Member

Founder


evan-kirkpatrick_image

Evan Kirkpatrick

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