THIS PLACE IS TRULY SPECIAL.
We're not sure when planning for the future became so complicated, but it did. There are so many options and choices. So many opportunities to succeed, and an equal number of opportunities for missteps. At Four Seasons, our goal is to simplify the process for you. To provide clear, unbiased recommendations, to devise a comprehensive financial plan, and to help you put that plan into action. We want to help you with every aspect of your financial life, and lead you confidently through your lifetime financial journey.
The Four Seasons team is proudly associated with LPL Financial, the nation's largest independent broker/dealer (As reported by Financial Planning Magazine, June 1996-2014, based on total revenue.). LPL Financial services more than 14,000 independent financial advisors and has $475 billion in brokerage and advisory assets as of December 31, 2014.
The communities we work in are the same communities that we call home. So, we take great pride in our efforts to serve in those communities by getting involved, giving back, and becoming leaders.
“At Four Seasons Wealth Management, we recognize you need a lifetime financial strategy designed to accommodate and adjust as your life changes. We begin our relationship with you by understanding what makes you unique, and then we carefully align your financial program with your personal values, circumstances, and priorities. And we support that program with unsurpassed personal service. Regardless of where you are today, we can help you prepare for what the future holds.”
- Steve Wedel, Founder
Director of Operations
Administrative Assistant, Team Wedel
Planning Specialist, Team Wedel
Executive Assistant, Team Klein
Para Planner, Team Banks
Assistant to Dale Terrell