Welcome to Stephen M. Wendt & Associates, Inc., online! We are an independent, family-owned financial services firm committed to helping our corporate and individual clients succeed. By developing strong relationships with our clients, we have been helping people throughout the United States establish and maintain their long-term financial goals since 1972.
Our core focus has been providing retirement planning services to the micro (startup) to mid-size ($10–$25 million) market in order to include services targeted at the plan sponsor, the plan trustees, and most important, the plan participants. We believe that everyone in a corporation deserves the opportunity to plan for their retirement years with confidence. Our mission is to deliver awareness, education, and the relevant financial tools to all such that each individual has security and certainty at their retirement age.
We accomplish this by developing strong relationships and providing accessibility to our clients. It is a two-tiered approach that addresses the complex regulatory requirements and design issues of the plan sponsor and the multifaceted financial planning needs of the plan participant.
Past and current clients are represented in the following industries:
v Manufacturing services organizations
v Professional services organizations
v Product oriented
v Financial services
v Engineering/Professional organizations
v Union entities (including locals and those businesses which support organized labor)
If you’re a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor.
If you are not familiar with our firm, this website is a good place to begin to know us and understand what it is we do and how we go about doing it.
We appreciate your interest in Stephen M. Wendt & Associates, Inc. Although electronic means are a great way to begin your education, we encourage you to give us a call. We still answer our phones the old-fashioned way, by picking it up and saying “hello.” We look forwarding to hearing from you and learning how it is that we might best meet your expectations.