Wessel Investment Counsel

Our Vision: Empowering Informed Financial Decisions

At Wessel Investment Counsel, we prioritize clarity, objectivity, and personalized guidance in all aspects of financial planning. We believe in Financial Planning in the purest sense, solely driven by your best interests. Our commitment to transparency and fee-only structure ensures that our motivations are aligned with yours.

Our Expertise

We offer a comprehensive range of services to address your unique financial needs.

Financial Planning

• Development of a personalized roadmap to your financial goals, encompassing investments, retirement planning, estate planning, and risk management.
• Regular review and optimization of your plan to ensure its ongoing suitability and effectiveness.

Portfolio Management

• Custom portfolio construction aligned with your risk tolerance, investment goals, and financial situation.
• Active portfolio management through ongoing analysis and rebalancing to ensure optimal performance.

Trust & Fiduciary Responsibility

• We adhere to the highest ethical standards as a fiduciary, legally bound to prioritize your interests in all financial matters.
• As a fee-only firm, we are not influenced by commissions or referral fees, eliminating conflicts of interest.

Transparency & Communication

• We believe in open and regular communication throughout the planning and investment process.
• Access to your account information through our secure online portal.

What Sets Us Apart

• Client-centric approach: We prioritize understanding your unique needs and goals to deliver solutions tailored to your specific situation.
• Independent and objective: Unbiased guidance, free from proprietary products or hidden fees.
• Data-driven insights: Informed decisions based on thorough analysis and research.

Our Team

Leading our team is Glenn Wessel, a veteran financial professional with extensive experience in wealth management and investment planning. His expertise, coupled with the dedication and skills of our dedicated team, ensures comprehensive and personalized guidance every step of the way.

Partnering for Success

We understand the importance of a strong client-advisor relationship. We are committed to working collaboratively with you to achieve your financial goals and navigate the complexities of the financial landscape.