Broker Check
Dave Wentley

Dave Wentley

Registered Securities Principal

As your advisor, I focus on what is most helpful to you.  For example, if you are retiring and planning to roll your company 401(k) savings into an IRA, I will walk you through each step in the planning process.  One of my overriding goals is to explain everything in a manner that you can easily understand.  Together we then manage your nest egg.  That may include making adjustments to reflect your changing circumstances.  Or, simply re-balancing the investments you have to keep them in line with your stated goals.

I pay careful attention to investment costs.  Lower costs on investment management means you get to keep more of what you earn.  As an independent advisor, Im under no obligation to place you in certain investments.  Solid portfolio management comes down to two things: careful management and lower costs.  I will provide you with both. 

I am a frequent guest on local television news and financial business shows.  Here I offer market insight guidance and assist viewers in gaining a greater understanding of the capital markets.