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Financial guidance on your terms.

I focus on what is most helpful to you. That applies to whether you are in or nearing retirement age, or planning today for tomorrow’s financial independence.

I explain everything in a manner in which you will understand. I don’t overwhelm my clients with complex concepts and strategies.

Minimizing cost is key to portfolio management. The lower your cost, the more you get to keep of what you earn. And, as an independent advisor, I’m under no obligation to recommend certain investments.

Welcome to Wentley Investments

I’m Dave Wentley.   As a registered securities principal, I specialize in retirement planning and asset management for individuals and small businesses.  Since 1994 I’ve worked with employees and retiring employees of such corporations as AT&T, Apple, Florida Power & Light, Harris Corporation, and WPTV-News Channel 5.  Quite often this includes: establishing and managing IRA rollover accounts, counseling clients on Social Security claiming strategies, and adjusting plans to reflect changing circumstances. I offer both fee-based and commission services, depending on which is more appropriate for you.  

As a graduate of Allegheny College, I hold a certificate in Financial Planning from Florida State University.  I’m a frequent guest on local TV news programs, offering advice on markets and investment planning.  Many of my clients have been with me for 15 years or more.  My low key approach appeals to those who prefer a non-salesman style relationship.

For a complete listing of the services my firm offers, please click on the ”Our Services” prompt.  Please feel free to contact me by calling (561) 965-2360, or email:     

Contact us today for a free consultation.

Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At Wentley Investments, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Wentley Investments, we can solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let Wentley Investments surround you and your family with our leading insurance policies.

Our Areas of Expertise

Market Summary

College Planning

Rising education costs require a forward-thinking plan. Wentley Investments can help you prepare for one of life’s biggest investments.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Wentley Investments will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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