Serving Clients Across 23 States
National reach with personalized planning.
Plan Your Future
With Confidence.
Wealth management strategies for individuals, families, and business owners focused on clarity, long-term growth, and meaningful impact.
Custom Financial Planning And Reporting Designed To
Bring Clarity, Structure, And Confidence To Your Financial Life
Long Term Growth, Built On A Diversified Approach
Wealth management strategies for individuals, families, and business owners focused on clarity, long-term growth, and meaningful impact.
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Serving Clients Nationwide
Independent, fiduciary advice
Advice aligned to client interests.
Planning first approach
Clarity and structure before implementation.
Build. Grow. Preserve.
Choose the path that best matches where you are today.
Build Wealth
For individuals early in their financial journey who want structure, guidance, and a clear foundation for the future.
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Grow Wealth
For those with established income or net worth seeking thoughtful planning, efficiency, and long-term growth.
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Preserve Wealth
For high-net-worth families focused on longevity, retirement income, and preserving what they’ve built.
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Independence, Powered by Strength
We are independently owned and operated, with the resources, custody, and support of LPL Financial, a Fortune 500 firm (NASDAQ: LPLA).
Real People
Genuine Feedback.
“Evan and his WCF team have greatly assisted us with investment strategy, retirement planning, long-term care arrangement and faith-based donations across our entire portfolio. We could not be more satisfied and heartily endorse WCF, Evan and his team.”
Lee, Southern CACOO & EVP
“Working with Evan and the team has helped get a better pulse on my finances while building a plan for my upcoming life events. Evan and the team are knowledgeable, personable, and attentive. I’m looking forward to continuing my partnership!”
Max, Chicago, ILTechnology Executive
“My wife and I have enjoyed working with Evan Kirkpatrick and Wendell Charles for several years. Not only have we been impressed by the prosperity of our investments, but also with the integrity, and professionalism that guide their company.”
Damon, Los AngelesActor, Director
Our Services
Financial and Retirement Planning
Custom planning built around your goals, income, assets, and desired lifestyle.
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Investment Management
Portfolio management aligned to your financial plan and long-term objectives.
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Insurance and Risk Management
Strategies designed to protect your wealth, income, and family.
Learn MoreDownload our Client Overview Guide
A clear overview of how we work, who we serve, and what clients can expect when partnering with Wendell Charles.
Get the guide
Submit the form to download the PDF.
