Broker Check
David Wendt

David Wendt

Financial Advisor

David Wendt has been in the financial services business for over 25 years. He was a partner in both national and local CPA firms. He has worked with hundreds of individuals, boards and finance committees in developing financial plans and investment policies. His client relationships are based on trust and his ability to communicate the "Big Picture" with practical applications.


Have A Question?

Thank you! Oops!

Recommended Content

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.