Growing up, my career ambition was to be a financial advisor. I liked the idea of guiding people to make smart decisions by giving them the sound financial advice and tools they need to protect and grow their money. I’d help my clients organize their financial lives, avoid costly mistakes, and secure their futures.

I soon learned that the reality of working in the financial services industry was not what I had envisioned. Large firms put their shareholders’ profits first, and traditional brokers are rewarded by selling financial products, not by making the best choices for their clients. The result: too often, people get bad information from “financial advisors” who don’t have their clients’ best interests at heart.

It’s time for a fresh approach to financial planning

After a more-than-30-year career in in the investment industry, I founded Wentsel Wealth Management with the goal of providing the kind of client-first financial advisory service that I have dreamed about. I created a firm that focuses on personal attention, low-cost investment options, and modern client engagement methods to make it easy for individuals, families, and businesses to meet their financial goals.

Why work with me?

  • Experience and knowledge – I have over 30 years of experience in the investment industry. I have an advanced degree, highly regarded credentials and have taught investment courses at the graduate and undergraduate level.

  • Putting you first – unlike traditional investment firms, I act as a Fiduciary and am bound to do what’s best for you, not what makes me the most money. I also have a fee-only structure which means I do not earn commissions from selling products.

  • Modern approach – an online financial dashboard, customized service, contemporary investment thinking and virtual engagement options are some of the ways we are making financial advice more convenient and useful for you.

Find out more about my qualifications and the services  I offer.

Then, schedule a free consultation to see how I can help you.

Wentsel Wealth Management, LLC

3909 Central Ave.

Western Springs, IL 60558

Wentsel Wealth Management, LLC (“WWM”) is a registered investment adviser offering advisory services in the State of IL and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WWM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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