HomeThe Right Move
Experience: The Power Play
The Right Move
Game Plans With Results
S.A.M.
It's Your Move

Combining backgrounds in financial management, economics, computer science, and applied mathematics, Max and Janice Wrenn, both Certified Financial Planners (CFP's), founded Wrenn Financial Strategies, a Registered Investment Advisor. The firm's purpose and direction is best expressed by its mission statement:

"As CFP's we dedicate our work ethics to the honored ideals of the distinguished Institute of Certified Financial Planners."

"We will strive to offer practical, objective advice and strategies consistent with each client's needs, goals and comfort level."

"Above all else, our clients' interests come first."

Your business and background is not financial management. With our emphasis on client education, we can help you decide which strategies are best suited to achieving your unique financial goals.

And remember; Quality advice and service requires a team approach. Behind Wrenn Financial Strategies is an advisory network of trained specialists. Moreover, we are committed to coordinating our work with your other advisors to avoid stalemates and ensure an efficient approach to achieving your financial goals.

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wfs@wrennfinancial.com
©2005, Wrenn Financial Strategies, Inc., All Rights Reserved
8352 Six Forks Road, Suite 201
Raleigh, NC 27615
Phone: (919) 848-9999 | Fax: (919) 848-0758