portrait of Paul A Wenning

Focus Areas

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

Personal Interests

  • Tennis
  • Art Museums
  • Technology
  • Skiing
  • Traveling

Team Members

  • Adriane Faig
    Branch Office Administrator

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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

Find your starting point

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Start here

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

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

Learn More