Welcome to the new Wendell Charles
Greetings to our clients and friends! We have made a lot of upgrades to the company in recent years and noticed our website still looked the same...
Publish date: 13/02/2024Type: Article
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Perspectives
Insights, commentary, and conversations designed to help simplify complex financial topics and provide a deeper look into how we think about planning and long-term decision-making.
Our perspectives are created to educate, inform, and provide clarity around financial planning, investing, and the decisions that shape long-term outcomes. This content is intended to complement-not replace-personalized advice.
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September 25, 2025
Andreas Reiter Has Joined Wendell Charles As Investment Representative!
We at Wendell Charles Wealth Management are excited to announce that financial industry veteran, Andreas Reiter, has joined our firm's Manhattan Beach, California office as an Investment Representative.
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January 14, 2025
January Newsletter: Another Strong Year For Stocks
Stocks had another very strong year in 2024. In fact, 2024 marked the first time the S&P 500 has enjoyed a +20% gain in back-to-back years since 1997-98.
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February 13, 2024
Welcome to the new Wendell Charles!
Whether you are a longtime client or a new visitor, welcome to our website! Wendell Charles has grown since launching originally in 2011 from a one-person financial advisory practice.
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The Wendell Charles Wealth Podcast
Our podcast is designed to help educate and inform listeners on financial planning topics while offering an inside look into how we think and operate within wealth management.
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SpotifyThe content shared here is for informational purposes only and is not intended as personalized financial, tax, or legal advice. Please consult with a qualified professional regarding your individual situation.