Paul Wenning, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Business retirement plans
  • Intergenerational planning
  • Sustainable Investing
  • Special needs financial considerations
  • Estate and legacy strategies

About Paul

Think about financial advisors, and you'll likely conjure up images of investments and the stock market. Those are essential pieces of our work, but above and beyond investment selection, I put great thought into the bigger picture. The big question is "what do you want your money to do for you?" It's a question that encompasses your vision for your life and your family, and it becomes the basis of an entire financial strategy that I'll help you build with thoughtful attention to your personal goals, needs and circumstances.

A financial strategy is a roadmap. It gives you a sense of...

Personal Interests

  • Tennis
  • Art Museums
  • Technology
  • Skiing
  • Traveling

Team Members

  • Adriane Faig
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More