Wesselt Capital Group
Jeffersonville, PA, US
The Wesselt Capital Group is dedicated to assisting clients in their pursuit of various life goals through customized financial planning services. The organization has long operated with a commitment to personalized client care and superior customer service. Among the many financial services offered, the Wesselt Capital Group provides comprehensive retirement planning options, including Roth IRA, SEP IRA, SIMPLE IRA, and Traditional IRA plans. The organization additionally offers estate-planning services that include the drafting of wills and trusts and various forms of charitable giving.
Wesselt Capital works with corporations in areas of business continuation planning and buy/sell agreements. In addition to Principal Richard Wesselt, a David B. O’Maley Navigator award winner, the organization is led by Insurance Associate Beth Miles and Investment Associate Corrine Keane, who previously spent nine years in a management role with United Auto Workers (UAW).
Visit the company’s website at WesseltCapital.com to access research reports, newsletter articles, and calculators.