Wuenschell Financial Services LLC

The firm provides portfolio management and financial planning to individual and high-net-worth clients. It prepares an Investment Policy Statement for each client and offers both discretionary and non-discretionary management across mutual funds, ETFs, fixed income, real estate funds (including REITs), annuities and select non-U.S. securities.

The firm's investment approach combines fundamental analysis, modern portfolio theory and technical analysis with a long-term trading orientation and documented risk tolerances; accounts are reviewed at least quarterly and reporting is provided via the custodian. It discloses acting as a fiduciary for retirement accounts and generally recommends custodial services from Schwab Institutional while charging asset-based advisory fees.

A notable feature is the firm’s affiliation with the principal’s accounting practice, meaning clients may receive accounting or tax-related services from the same adviser and should be aware of that potential overlap. The adviser also discloses additional outside business activities (operating a food franchise, property management and procurement services), serves a small client base with roughly $7.3 million in AUM, does not use third‑party sub‑advisers or wrap programs, and maintains a written code of ethics and trade allocation policies to address conflicts.