About Us
My mission is two-fold. First I help businesses design, build and maintain plans that will enhance their ability to attract, retain and motivate their key employees so those employees will continue to be an asset for their employer. Second, I help families design, build and maintain plans that will keep their families together in the event they retire, die or become disabled. I provide innovative solutions with world class products.
The products and services we offer
Recommendations Received (2)
"James Wendlandt is one of the best financial advisors in Austin. Honest, detail oriented. and a..."
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"James Wendlandt is one of the best financial advisors in Austin. Honest, detail oriented. and a gentleman. j
"
"James Wendlandt is one of the most gifted Financial Advisors in the industry. He is smart,..."
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"James Wendlandt is one of the most gifted Financial Advisors in the industry. He is smart, skilled, and truly cares about his clients. If you are looking for a Financial Advisor who cares about you, your family and business, then I highly recommend James and his team. "
Products & Services
When you need to count on expertise, we're here to help. Wendlandt & Associates offers free consultation calls to clients in and around Austin. Let...
Grow your wealth with an expertly managed investment portfolio. Wendlandt & Associates offers portfolio management to high net worth individuals in...
We do the following:
Key Person and Buy Sell Planning, Retirement Plan Readiness, Helping businesses to retain, recruit & reward key employees, In...
Recommendations Given (9)
"An awesome lady who works really hard to make the CTWL the very best organization. "
"I have known George for years and appreciate the work he does for his clients. He is someone that..."
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"I have known George for years and appreciate the work he does for his clients. He is someone that works hard for his people to see that they get the very best outcomes."