WENDELL CHARLES

Wendell Charles is a full service wealth management firm specializing in financial planning, investment management, insurance risk management, philanthropic planning. Contact us today for a complimentary and private discussion regarding your personal financial plan... Our business is built on a foundation of thoughtful client relationships. We're proud to serve clients in many states through online meetings while also offering in-person meetings in Southern California, Illinois, and Iowa... Our team builds customized portfolios based on your specific goals and objectives. Allocations may include equities, ETF's, mutual funds, individual corporate & muni-bonds, and other alternative investments depending on your unique situation.

Primary location: Manhattan Beach United States