Qualifications
Prior to joining Momentum Independent Network, Wesley received his higher education at Saint Paul College in Saint Paul Minnesota. Wesley has been in the financial industry since 1999 and started his Financial Advisor career at AG. Edwards & Sons and since, has had extensive training at Wachovia Securities, Wells Fargo Advisors, and his latest position as a Wealth Management Advisor for Merrill Lynch. In 2008 he received his Chartered Retirement Planning Counselor® (CRPC®) designation from the College for Financial Planning and became a Certified Divorce Financial Analyst (CDFA®) designee in 2011.
Being a CRPC® designee, Wesley can evaluate your financial status and design a retirement plan for your lifestyle. Get the knowledgeable advice you need on issues such as planning for health care, asset management, beneficiary designations, income tax considerations, estate strategies, and help you identify potential sources of retirement income by guiding you through investments. A CRPC® designee can even help you with an understanding of complex pre- and post- retirement issues determine the best time to retire or assist you in expanding on the plans that you’ve already made.
And, as a Financial Advisor with the Certified Divorce Financial Analyst™ (CDFA®) designation, Wesley has additional training to help you build a wealth management strategy that will address your short-term needs and long-term objectives. Additional potential benefits of working with a CDFA®- credentialed advisor during a divorce may include saving time and money, avoiding financial pitfalls during and post-divorce as well as gaining a better understanding of the financial implications of the divorce process.
Wesley adheres to a disciplined process that delivers a customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional.
Wesley takes pride in working for a firm that puts you first and strives to help each one of his clients plan for a financial future in the way that best meets his or her goals. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to reduce your tax liability, he can help.
Mission Statement
My mission is to build life-long client relationships built on a foundation of trust and client satisfaction. My value is built on experience and knowledge of financial and estate strategies investments, and financial markets. I work with my clients to formulate a comprehensive plan, implement that plan, and provide ongoing guidance and direction. As I work to help clients accomplish their ultimate individual and family goals, my focus never wavers from what is important - you, my client.
Wesley C. Bangs