We create strategies seeking to assist you in growing, protecting and passing on your wealth.
Beyond providing financial security and income, wealth can enhance life. At Wunsch Financial Services, we work with individuals and families who understand the importance of setting and pursuing financial goals.
Our tactical focus on the planning process considers factors that may have an impact on your portfolio—economic activity, political decisions or even world events. Although asset management can be complex, it’s our job to simplify the process and provide simple and cohesive advice.
We are proud to be affiliated with LPL Financial, the largest independent broker-dealer in the nation.* Our independence gives us the opportunity to focus on your immediate needs and long-term goals without the distraction of sales directives or product obligations.
* As reported in Financial Planning Magazine, 1996-2015, based on total revenue.
Our recommendations are based on a thorough evaluation of your current financial picture. We help you clarify your goals so they’re specifically aligned with your needs, and then determine which actions are reasonable to take in order to pursue the goal of growing, preserving and protecting your investible assets.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA and SIPC.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL,
AZ, CA, CO, FL, HI, IA, ID, IL, LA, MA, ME, MI, MN, MS, MT, ND, NH, OR, PA, SC, TX, UT, VA,
WA, WI and WY