Managing Wealth for the Future You Want
Wechter Feldman Wealth Management has been guiding individuals, families, businesses, estates, and trusts toward their goals since 1984.
A full-service advisory firm, we offer comprehensive and integrated financial services in investment management and financial planning.
Clients work with our proven team of professionals who combine more than 85 years of industry experience.
Our mission is based on a simple and far-reaching premise:
To assist our clients in achieving their goals.
Professional Investment Advice Made Personal
Navigating your way to financial security takes careful preparation and robust, candid conversation with proven experts. That is why the heart of every client relationship at WFWM begins with a formal exploration of your vision for the future, an assessment of your resources, and a clear understanding of your goals.
Turn Your Financial Plan into a Living Document
A financial plan builds a bridge between your current circumstances and your long-term goals. Tailored to individual needs and resources, a well-crafted financial plan evolves over time while staying in step with your most compelling objectives.