Plan for your future
Financial Planning for Individuals
At The Weddle Team, we help individuals build, protect, and manage wealth with personalized financial planning. Whether saving for retirement, your children’s future, or long-term security, our expert advisors create tailored strategies for financial confidence.
A Simple, Supportive Approach for Individuals
Stabilize, Optimize, Maximize
Your finances touch every part of life—and sometimes, they feel more complicated than they should. Whether you’re planning for retirement, managing a major transition, or trying to make smarter decisions, we help you take control and move forward with confidence.
Stabilize: Start Building Financial Security
Are you asking yourself – “Will I be okay?”
You’re jumping into a new job, navigating a major life event, or simply trying to get clarity in a complex financial landscape.
Whether you’re dealing with high income but tight cash flow, past financial setbacks, or upcoming transitions, we help you find firm financial footing.
What We Provide:
- Balance sheet and cash flow modeling
- Retirement income planning (Social Security, 401(k), IRA, etc.)
- Emergency fund and insurance audit
- Continuity planning
Outcome:
Peace of mind, reduced stress, and confidence in your next steps.
Optimize: Make Your Money Work Smarter
Are you asking yourself – “Are we doing this the smartest way possible?”
You’re financially stable, but now you’re looking to fine-tune. We coordinate your financial strategy across advisors to ensure everything—from taxes to investments—is working in harmony.
What We Provide:
- Tax-aware withdrawal strategy
- Asset location optimization
- Charitable giving strategy (if relevant)
- Coordination with CPAs and attorneys
Outcome:
Efficiency, control, and greater intentionality in managing wealth.
Maximize: Lead with Legacy
Are you asking yourself – “How do I make the biggest difference with what I’ve built?”
You’ve built more than enough—and now it’s about purpose. We help align your wealth with the legacy you want to leave, structuring gifts, trusts, and giving in ways that reflect your values.
What We Provide:
- Strategic philanthropy (DAFs, CRTs, foundations)
- Legacy letters and family meetings
- Inheritance and trust strategies
- Succession planning for values and purpose
Outcome:
Clarity of purpose, fulfillment, and a family legacy that extends beyond money.
A Goal-Driven Approach to Growing Wealth
Our Approach to Investment Management
Build a Strong Portfolio
Diversified investment strategies aligned with your financial goals.
Manage Risk & Market Volatility
Balanced approaches to protect wealth while maximizing returns.
Plan for Retirement
Investment solutions designed for long-term security and income.
Save for Future Generations
Wealth-building strategies to secure your family’s financial future.
Optimize Tax Efficiency
Smart investing to reduce tax burdens and maximize gains.