Our Team

The Wesselt Capital Group exists to help clients envision their financial goals and achieve their lifetime dreams by providing financial planning services with a personal touch.

The philosophy of the organization is to fully understand the needs of our clients through in-depth analyses of relevant financial issues, and subsequently help determine the course of action which best suits our client’s comprehensive needs. Uncompromising customer service is the ultimate goal for each client.

Richard_Wesselt

Richard Wesselt, Principal

rich@wesseltcapital.com

With over 23 years of dedication to the financial services industry, Rich brings a wealth of knowledge and experience in helping his clients plan for a secure financial future. As principal of the Wesselt Capital Group, Rich uses a relationship driven, individual-based approach to macro economic planning. He works creatively with each client to address the appropriate investment, savings and protection programs and develops a financial blue print that is unique to their personal goals and objectives.

As a long time resident of the Norristown area, Rich graduated from Bishop Kenrick High School and went on to attend the University of Pennsylvania, where he received a Bachelor of Science degree in Economics from the prestigious Wharton School. Having achieved excellence in the insurance and investment industry, Rich is a member of Top of the Table which gives credence to his ability to serve his client base with unparalled distinction.

Rich holds his FINRA Series 6 Registration.

 

Corrine Keane, Investments

(since 2005) corrine@wesseltcapital.com

Beth Miles, Life Insurance Service

(since 2004) beth@wesseltcapital.com

Kate Sally, Scheduling

(since 2010) kate@wesseltcapital.com

Debbie Scott, Life Insurance

(since 2008) debbie@wesseltcapital.com