A complete list of active advisors currently associated with Wentsel Wealth Management, LLC

Warmer can help you find a great advisor at Wentsel Wealth Management, LLC or one who fits your needs even better.

Wentsel Wealth Management provides investment management and financial planning to individuals, high‑net‑worth households, pension and profit‑sharing plans, and charitable organizations. Services include continuous, discretionary portfolio management along with both comprehensive ongoing financial planning and project‑based (focused) planning engagements, and the firm also offers pension consulting for plan sponsors. The firm’s investment approach centers on low‑cost, globally diversified portfolios with asset allocation as the primary driver of risk and return, using index‑oriented ETFs and mutual funds as core holdings while selectively incorporating active managers and individual securities based on third‑party fundamental research. Portfolio oversight includes periodic rebalancing, tax‑awareness in implementation, and monitoring against client investment policies and objectives. Compared with many independent advisers, Wentsel provides institutional services — including management of pension/profit‑sharing plans and pension consulting — that are uncommon for firms of this size. The firm’s lead advisor has extensive institutional investment experience and trustee responsibilities at an investment trust, and the practice manages roughly $20 million in discretionary assets for a small client roster, supporting a more individualized advisory relationship.

To learn more about the advisors currently working at Wentsel Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Wentsel	Western Springs, IL	9

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