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Helping you Build Financial Confidence.

To provide long term confidence for your family, you must have a blueprint for success. Wettig Capital Management can get you there. Our mission is to improve the quality of life for our clients by helping them set and achieve their financial goals and objectives.

Welcome to WETTIG CAPITAL MANAGEMENT

Welcome to Wettig Capital Management's "Virtual Office." We have designed this site for both clients and visitors to use as a complete financial planning and investment resource. We encourage you to roam our "office" and learn more about our organization and the array of resources available to you from one comprehensive site. You will find a host of information including current financial market updates, insights into life-event planning, informative financial and economic articles that are updated often and an array of helpful financial calculators.

If you have any questions, or would like a complimentary portfolio review, please email us or call for an appointment.

Contact us today for a free consultation.

Financial Planning

One-size fits all policies are best left to vacation bike helmets. At Wettig Capital Management, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Investment Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term financial confidence through short-term planning.

Insurance Services

We have a strategic partnership with four large national general agents to help streamline the analysis and delivery of a variety of insurance strategies to our clients. Our insurance services cover everything from getting multiple term life insurance quotes from top-quality companies, to designing complex and comprehensive insurance strategies for individuals and businesses. The latest software and case management procedures ensure a smooth flow from application to implementation.

Protecting Your Legacy

Whether your goal is to simply ensure your loved ones are taken care of after you die, or you have more complex objectives such as avoiding probate or reducing estate taxes, we can help structure your assets and work with your attorney to accomplish these goals.

Our Areas of Expertise

Market Summary


401k Plans

Whether you are considering establishing a 401(k) plan for your company, or need local advice on an existing plan, Wettig Capital Management can assist you in setting up and managing a plan that is right for you, your company and your employees.

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401(k) / IRA Rollovers

If you have changed jobs, Wettig capital Management can help you navigate the four traditional options you have with your plan assets. Each option will be analyzed with respect to advantages, disadvantages, services, fees and expenses, withdrawal options, required minimum distributions, tax treatment and your unique financial needs and retirement plans.

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College Planning

Rising education costs require a forward-thinking plan. Wettig Capital Management can help you prepare for one of life’s biggest investments.

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