A complete list of active advisors currently associated with Wessel Investment Counsel, L.L.C.
Warmer can help you find a great advisor at Wessel Investment Counsel, L.L.C. or one who fits your needs even better.
Wessel Investment Counsel provides personalized asset management and financial planning services to individual clients, including both high‑net‑worth and non‑HNW households. The firm offers both discretionary and non‑discretionary portfolio management alongside point‑in‑time financial planning on an agreed scope. Investment decisions draw on a mix of fundamental, technical, and cyclical analysis and incorporate third‑party research sources such as Morningstar, CFRA, Credit Suisse, Value Line, and Zacks; accounts are monitored regularly with formal reviews and quarterly reporting. The firm manages assets held in brokerage accounts as well as annuity contracts, and may implement margin or options strategies only when clients have provided specific authorization. Noteworthy features include a fee‑only business model and an explicit policy not to market or accept compensation from annuity issuers while still providing selection and oversight of investment choices within annuity contracts. The firm is small and privately held, its principal holds CPA, CFA, and CFP credentials, and it maintains a working relationship with the Altruist custodian to streamline execution and reporting.
To learn more about the advisors currently working at Wessel Investment Counsel, L.L.C., 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 |
|---|---|---|
Asheville, NC
| 22
|
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