A Private Wealth Advisor, Rudy Wentzler leads a team dedicated to guiding high-net-worth individuals with complex needs, ranging from sophisticated investment management to risk mitigation and legacy planning. He understands that a smooth transition to the next generation requires advance planning and a wide range of layered financial strategies to fully address the complexities of wealth in a holistic and highly coordinated manner. Rudy essentially functions as the Family CFO by designing strategies to preserve wealth and family values, leaving clients free to focus on their other priorities and enjoy life.
His accreditation as a Certified Exit Planning Advisor helps set Rudy apart from other private wealth advisors. He encourages company owners to maximize the value of their firm by planning for growth and transition. This approach helps clients build more valuable companies and creates stronger personal financial plans that align with the business. An integral part of the process is Rudy’s disciplined focus on timely and consistent communication, which he believes is key to a positive client-advisor relationship.
Community Involvement and Support
- FOB Rasor, Board Member
- Interfaith of The Woodlands
- Leadership Saginaw County Class of 2011
- Veterans’ organizations and charities
Education and Certifications
- University of Texas at Austin, MBA
- United States Military Academy at West Point, BS Mechanical Engineering
- Accredited Asset Management Specialist (AAMS®)
- Certified Exit Planning Advisor (CEPA)
- Series 7, 63 and 65 Securities Licenses
- Texas Life and Health Insurance licenses
Professional Experience and Recognition
- AXA Advisors
- The Dow Chemical Company
- Binder Science LLC
- U.S. Army, Two combat tours in Iraq and two Bronze Star medals
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Raymond James is not affiliated with the above organizations and/or charitable causes.