Translate Long-Term Goals into Clear Financial Decisions 

In today’s world of ever-changing financial markets, a comprehensive investment strategy developed with guidance and advice from an unbiased source is essential to reach your goals. Barnes Wendling CPAs understands this and offers an independent approach designed to manage your wealth, grow your net worth, and plan for the future.

Your needs, your goals and your resources are unique to you. So, “off the shelf” planning advice is unlikely to get you where you want to go. The pace of change in the financial markets and the complexity of investment opportunities call for strategies that are built around your goals and your risk profile.

Whether your goals are focused on retirement, paying for college tuitions, caring for a disabled loved one, or generally building wealth, there is a plan that is right for you. We work with you to define your goals, evaluate your current assets, define your risk tolerance, identify your time horizon, and work with your professional  investment advisors to develop a roadmap that takes you where you want to go.

No one knows what the future holds. Markets do well, until they don’t. But a well-balanced plan based on value investing and an understanding of your goals will stand the test of time.

Our advisors will help you develop a wealth creation plan to build and maintain your net worth, including:

  • Investment portfolio discussions
  • Improving the value of your privately held business
  • Educational 529 Plans
  • Traditional IRAs
  • Roth IRAs
  • SEPs
  • Simple IRAs
  • Health savings accounts
  • 401(k) planning
  • Cash balance plans
  • Estate and gift planning
  • Variable Annuities

 

Investment Planning Team

Jeff Schmittgen Director Headshot Jeffrey L. Schmittgen CPA · Director
Michael Pappas Director Headshot Michael Pappas CPA, CEPA · Director