The BennCo Team

Brian Bennett - Marie Patti - Rick Wetzel - Taylor Willson

RickRick Wetzel
Investment Advisor
Representative

After a negative expensive experience with a financial advisor in 1991, Rick focused his efforts on recovering his losses, and on becoming a better investor. By applying some of the same analytical, yet creative tools learned as an engineer, he found a passion for market analysis and investment management. These acquired skills were financially rewarding for his own account.

He was prompted by this personal investment success to seek out the opportunity to work with clients and joined BennCo Advisors in 2001. His attention to detail and genuine desire to help others achieve their financial goals has led to steady growth of assets and a loyal clientele of business owners and individuals seeking to build financial wealth for the future.

  • His planning and advisory efforts are focused on:
    • Creating the right foundation for success, beginning with the fundamentals of building assets. In this foundation building process the core essentials are addressed:
      • Do clients have an emergency fund set aside?
      • Maximizing 401k, Traditional & Roth IRAs and any other tax deferred investments.
      • A fundamental understanding of life insurance and its true purpose.
    • For business owners:
      • Maximize the financial opportunities of ownership
      • Coaching for retirement or succession transition
      • Monetization of business assets
  • Investment expertise is focused on:
    • Accumulating and protecting assets
    • Monitoring market changes,
    • Strategies to manage personal life transitions, making mid course adjustments
    • Continuous client interaction and education to grow and deepen understanding of personal finance and investing.
    • Transitioning from wealth accumulation to income and distribution through planned strategies to maximize a successful retirement or wealth transfer plan.
  • He is committed to his community and has an extensive record as a volunteer. His past service includes eight years on the Woodland Park School Board, and as an officer in the Woodland Park Saddle Club. He also served as a volunteer at the Pikes Peak Work Force Center and served as ambassador for the Chamber of Commerce. As an active outdoorsman and horseman, he has won regional awards in Cowboy Action Shooting, a competitive style of marksmanship in the tradition of Colorado’s Western culture.
  • Rick is a devoted husband of 30 years and father to two..
  • Prior to becoming a financial advisor Rick had a 19-year career as a robotics engineer in technology manufacturing. Preparatory to this, in 1982,he received an Associate's degree in Electronic Engineering Technology from ITT Tech.

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Securities and Advisory services offered through The Strategic Financial Alliance, Inc.
Member SIPC/FINRA (678-954-4000)
Check the background of this investment professional on FINRA’s BrokerCheck.

Web Site Disclosures

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.

This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Brian Bennett is a registered representative and investment adviser representative of SFA. Financial planning and consulting services offered through BennCo Advisors, which is otherwise unaffiliated with SFA. Supervisory office (678) 954-4000.

 

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