Net Worth Advisors

Barnes Wendling focuses on building and maintaining your net worth. The process begins with an initial assessment, including input from your other net worth advisors, that helps us evaluate your current situation. We then tailor a plan to meet your needs, addressing every aspect of financial health, by employing our BRISE Model: Business Development, Retirement, Investment, Succession and Estate planning. As an important follow-up, we generate a personal financial statement each year.

Learn more about each aspect of the BRISE Model: