Wesley C. Bangs - ChFC® ,CRPC® CDFA® 

Wealth Manager 

As a Financial Advisor with Momentum Independent Network, I've developed and refined a process designed to bring clarity and direction to your financial life. I call this process the STARS FORMULA—a comprehensive approach that helps families organize the moving pieces of their finances into one clear, cohesive strategy.

Using tools such as Asset-Map, retirement planning software, and portfolio risk analysis, we can see where you are today, where you want to go, and the steps that may help you get there.

 

Want to see if this process could benefit you and your family?
Take 15 minutes to qualify here "STARS FORMULA". 

 

                                                                     

 

What We Offer

As a Chartered Financial Consultant® (ChFC®), I take a comprehensive approach to financial planning. Rather than looking at investments, retirement income, taxes, and risk as separate decisions, I help clients understand how these different pieces work together.

This is especially important when approaching or entering retirement, when decisions about where your income comes from, how your assets are invested, and how your accounts are taxed can have long-term consequences.

My goal is to help you develop a coordinated strategy built around your individual goals, resources, and circumstances.

 

The Three Pillars of Retirement Confidence

Retirement planning involves much more than choosing investments. Our approach focuses on three areas that can have a significant impact on your retirement:

 

1. INCOME — Your Retirement Paycheck

Develop reliable sources of retirement income designed around your spending needs, lifestyle, and long-term goals.

 

2. TAXES — Keeping More of What You Earn

Evaluate tax-aware strategies involving retirement withdrawals, Roth conversions, Social Security, Required Minimum Distributions, and other planning opportunities with the goal of improving your long-term tax picture.

 

 

3. RISK — Protecting What You've Built

Understand how much investment risk you're taking, how much you actually need to take, and how market declines could affect your retirement income and long-term financial plan.

Income. Taxes. Risk.

These three areas don't operate independently. Our planning process brings them together to help create one coordinated retirement strategy.

 

  

Specialized Divorce Planning

 

As a Certified Divorce Financial Analyst® (CDFA®), I understand that divorce is not just an emotional and legal process—it's a financial one. The financial ramifications can be life-changing, but with the right planning, you can achieve a settlement that supports your long-term needs.

Many divorce processes lack financial insight. That's where I come in. As a CDFA®, I help:

  • Interpret the financial details of your situation

  • Forecast the long-term impact of settlement options

  • Collaborate with your legal team to build a case rooted in financial clarity

  • Advocate for both men and women with impartial, numbers-based analysis

Divorce is hard—but it doesn't have to leave your financial future uncertain.