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Robert F

CFP®, Series 63, Series 65

Denver, CO

World Capital Advisors, LLC

Robert Fleck is a CFP® with 35 years of experience in financial advising. He is affiliated with World Capital Advisors, LLC and has previously worked with Investment Research Corporation and 1717 Capital Management Company. Fleck is the owner and president of Lifestyle Financial Advisors, a firm specializing in financial planning and wealth management for high net worth clients. He also serves on the investment committee of the American Growth Fund. World Capital Advisors provides investment advice, asset management, and fee-based financial planning to individuals, retirement accounts, trusts, estates, and small businesses. The firm primarily uses third-party advisory programs and custodial platforms to implement client strategies and reviews accounts annually while offering consolidated reporting.

Business succession planning General estate planning guidance
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Edward W

Series 63, Series 65

Elliott City, MD

World Capital Advisors, LLC

Edward Wuenschell is a financial advisor at World Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with World Capital Advisors since 2011. In addition to his advisory role, he is the owner of FW Benefit Professionals, LLC, a firm specializing in employee benefits and retirement plan advisory services. World Capital Advisors provides investment advice, asset management, and fee-based financial planning to individuals, trusts, pension plans, and corporate clients. The firm uses a combination of third-party managers and proprietary analysis to implement client strategies and offers a range of planning services including estate, retirement, and business succession planning.

Business succession planning General estate planning guidance
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Lisa W

State College, PA

World Capital Advisors, LLC

Lisa Weaver is the sole advisor at World Capital Advisors, LLC, an independent firm based in State College, PA. She holds 14 years of industry experience and has been affiliated with Fleck & Associates since 2001. In addition to her advisory role, she is co-owner of Lifestyle Retirement Company, which provides third-party administration services to qualified employer retirement benefit plans. World Capital Advisors offers investment advice, asset management, and fee-based financial planning to individuals, trusts, estates, retirement accounts, qualified pension and profit plans, and business entities. The firm utilizes third-party managers and advisory programs, conducting annual reviews and employing a combination of fundamental, technical, and charting analyses.

Business succession planning General estate planning guidance
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