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About

• A Message to You
• We are Different
• Financial Planning
• Portfolio Management
• Trust Management
• Annuity Rescue
• Our Tools

Ethical Considerations

• The Fee-Only Concept
• A Matter of Duty
• Is Your Advisor on Your Side?
• Impressive Credentials?
• Questions to Ask Your Advisor
• How to Select an Advisor
• Rate Another Advisor!

Prospective Clients

• You Have a Choice
• Frequently Asked Questions

About Us

• Glenn Wessel

Disclosures

• Business Continuity Plan
• Form ADV Parts 2A & 2B
• Website Disclosure

Education & Licenses

• Series 65 License (Investment Advisor Exam)
• Passed the Level I Exam (6-hour exam) of the Chartered Financial Analyst program
• Currently Studying for the Certified Financial Planner™ exam (10-hour exam)
• BSBA Finance – University of North Carolina – Charlotte
• Graduated
  • Cum Laude
  • Business Honors
  • University Honors
  • Phi Kappa Phi Honor Society
  • Golden Key Honor Society
    

Rob is a rare individual. Although he has been in the workforce only a few years since graduating with a variety of honors, he began studying annual reports, proxies, and numerous investment publications while still in middle school. In 2007, Rob passed the Uniform Investment Advisor Examination after a brief, one-month study effort.

Rob intends to complete the Chartered Financial Analyst professional studies program as well as the Certified Financial Planner™ program. The prestigious CFA program, long favored by institutional money management firms and professional securities analysts, requires a minimum of three years to complete and leads to the dominant credential within the money management industry while the CFP program is the dominant credential within the financial planning profession.

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