Comprehensive Financial Services & Advice Tailored to Meet Your Individual Needs.
At The Weddle Team, we focus on your goals and your personal situation. There are no one-size-fits-all financial strategies. We create a unique, customized, and professional approach for you.
Personal Financial Planning & Services.
We help you invest with confidence while taking steps to help mitigate market risk. Knowing when to buy, sell, or just hold on for the ride can be a challenge. That’s why we’re here to help you build a long-term strategy that can handle some bumps along the road.
Estate Planning &
We coordinate with your legal professional to ensure that your documents are in order and up to date, that your beneficiary designations are in line with your wishes, and that your estate plan facilitates tax-efficient transfer to your heirs.*
We help you integrate decisions about life insurance, long-term care, disability, critical illness and Medicare into the larger context of your comprehensive financial plan, so that unforeseen circumstances don’t mean you have to quit on your dreams.
We love helping our clients make their charitable gifting go further by helping them utilize the many tools available: from Donor Advised Funds to Charitable Remainder Trusts and more, we help clients make a bigger impact in the lives of those they love to support.
We work with your CPA or tax professional to help you earn, invest, sell, spend and give while minimizing your tax burden.
We help you build a pathway to higher education for you, your family, or whoever it is you want to see succeed in life.
“Forget ‘retirement.’ Our clients don’t live for the day they can be retired like an old jersey. We plan for freedom to pursue what matters most. That’s what we’re all about.”
Financial Advisor, RJFS
Licensed Insurance Agent, K&A
Financial Planning for Businesses.
Estate Planning for Business Succession.
You may be concerned about getting burned in taxes as you transfer your wealth. That’s why we’ve spent years studying estate tax law and its various changes, so we can help you build plans for a tax-efficient retirement and legacy.
Buy-Sell Planning & Succession Strategies.
One of your biggest assets is your business. Whether you want to sell it or just need a plan in place in case you walk in front of a bus, we help you build the infrastructure that supports its long-term growth when you’re there and after you’ve gone.
Retirement Plans & Management.
We take the complexity of retirement plan administration, streamline it, and help you focus your attention on your business while we help your team save for their future.
Key Employee Retention.
You want to reward everyone, but especially those who have made themselves critical to the long-term success of the business. We help you do that.