Who We Are
Who We Are
A planning-first wealth management firm built to help good people make smart financial decisions and create lasting impact for their families and communities.
Firm Snapshot
Wendell Charles was formed in 2011 and serves clients across more than 23 states. Our headquarters is located in Davenport, Iowa, with an additional office in Manhattan Beach, California. We work with individuals, families, and business owners navigating increasingly complex financial lives.
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At A Glance
2011
Founded in 2011
23 States
Clients Served Nationwide
Iowa + California
Offices In IA And CA
Our Philosophy
Our Philosophy Is Simple
Help good people make smart decisions with their money. We begin by understanding where clients are today, anticipate challenges they may face along the way, and provide thoughtful guidance aligned with their long-term goals. Our recommendations are grounded in precision, thoroughness, clarity, and a fiduciary commitment to always act in our clients’ best interests.
The Legacy Behind Our Name
Wendell Charles was named in honor of Evan Kirkpatrick’s grandfather, Wendell Charles Kirkpatrick—a physician for more than 40 years, a dedicated investor, a generous philanthropist, and a deeply family- and community-oriented individual.
Wendell embodied the American Dream, from his service in the U.S. Navy during World War II to building his medical practice, investing in real estate and businesses, and ultimately creating a legacy of generosity.
One of Evan’s earliest lessons in charitable giving came as a teenager, when Wendell placed a highly appreciated property into a charitable remainder trust—an act that continues to fund educational scholarships today.
That example of thoughtful stewardship and long-term impact remains a guiding influence on our firm.
One of Evan’s earliest lessons in charitable giving came as a teenager, when Wendell placed a highly appreciated property into a charitable remainder trust—an act that continues to fund educational scholarships today.
That example of thoughtful stewardship and long-term impact remains a guiding influence on our firm.
Guided by Purpose, Focused on Impact
Our mission is to help clients live with confidence, generosity, and purpose—using their resources not only to secure their own futures, but to positively impact their families, communities, and beyond. Many of our clients incorporate charitable and legacy strategies into their financial plans, and we are honored to help facilitate that impact in thoughtful and tax-aware ways.
What this means for clients
Planning integrates wealth, legacy, and charitable goals so resources support both personal security and meaningful long-term outcomes.
Independent Advice, Fiduciary Responsibility
We are independent advisors, not captive to any broker or financial institution. This independence allows us to provide Personalized guidance tailored to each client’s unique situation. While we deliver the personal, white-glove service of a boutique firm, our clients also benefit from the resources, custody, and oversight of LPL Financial—a Fortune 500 firm.
Personalized
Independence supports unbiased recommendations while institutional custody and oversight provide infrastructure and safeguards.
We are independent advisors, not captive to any broker or financial institution. This independence allows us to provide Personalized guidance tailored to each client’s unique situation.
A Thoughtful, Modern Client Experience
Behind every client relationship is a carefully designed system built to support clarity, efficiency, and responsiveness. We use advanced planning and portfolio tools to ensure client information is organized, plans are maintained accurately, and service requests are handled seamlessly.
Clarity
- Organized client information
- Clear planning deliverables
- Consistent review cadence
Efficiency and Responsiveness
- Accurate plan maintenance
- Streamlined service workflows
- Timely handling of requests