How does the advisor help clients – Key Takeaways:
John Wessler & Associates is a highly reputable financial firm known for its exceptional expertise and guidance in the financial industry. With a team of experienced professionals, they provide personalized services and customized solutions to individuals, families, and businesses, helping them achieve their financial goals and secure their financial future.
Facts and Insights
John Wessler & Associates has a proven track record of success in the financial industry, with over 20 years of experience. Their team prides itself on staying abreast of the latest financial trends and regulations, ensuring that clients receive the best advice and strategies for their specific financial needs.
Their dedication to excellence and commitment to putting clients first have earned them numerous accolades and recognition in the financial industry. Notable achievements include being named a top financial advisory firm by industry publications, such as Forbes and Bloomberg Businessweek.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | Over 20 years |
Financial Services Offered
John Wessler & Associates offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Wealth management
- Estate planning
- Tax planning and preparation
- Insurance services
- Business consulting
- And more
Client Types
John Wessler & Associates serves a diverse clientele, including individuals, families, and businesses. Their team has extensive experience in working with clients at different stages of their financial journey, from young professionals to retirees.
Fees & Compensation
John Wessler & Associates believes in full transparency and clear communication when it comes to fees and compensation. They work on a fee-only basis, which means they do not earn commissions or sell any financial products. This ensures that their recommendations are unbiased and in the best interest of their clients. Fees are based on a percentage of assets under management and vary depending on the services provided.
Background
The founder, John Wessler, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP®) and has a team of professionals who hold various certifications, including Certified Public Accountant (CPA) and Certified Investment Management Analyst (CIMA). This diverse and experienced team allows John Wessler & Associates to provide well-rounded and top-notch services to their clients.
Financial Advisor Disclosures to Know
John Wessler & Associates operates on a fiduciary standard, meaning they are legally and ethically bound to act in their clients’ best interests. They fully disclose all potential conflicts of interest and strive to maintain transparency and honesty in all their client interactions.