Meet who makes it all happen.

Pittsburgh & Canonsburg, PA Financial Advisors

Pittsburgh & Canonsburg, PA Financial Advisors

Meet the folks who make it all happen.

Pittsburgh & Canonsburg, PA Financial Advisors

Meet the folks who make it all happen.

Our Team

Meet the professionals behind our company

We see big potential in every moment, and care deeply about what we do every day. Our firm focuses on retirement income planning to help ensure our clients are receiving best-in-class service and unbiased recommendations so they achieve their retirement income goals.

Our Team

Meet the professional behind our company

We see big potential in every moment, and care deeply about what we do every day. Our firm focuses on retirement income planning to help ensure our clients are receiving best-in-class service and unbiased recommendations so they achieve their retirement income goals.

Glen R. Wantje

President

Utilizing a client-first philosophy, Wantje Financial seeks to provide knowledge and guidance to clients for retirement income planning. I pride myself on delivering unbiased, clear strategies through effective communication to help give clients confidence in their future. 
 
My goal is to help each client achieve and maintain financial independence throughout retirement by attempting to preserve, protect and grow their wealth. With more than 20 years of experience, which includes being life- and health- licensed in the insurance industry since 1998, as well as 7-years of experience in the securities industry, I am truly dedicated to the financial well-being of my clients.
 
I serve each client with integrity, loyalty, respect, and a high level of service.

Glen R. Wantje

President

Utilizing a client-first philosophy, Wantje Financial seeks to provide knowledge and guidance to clients for retirement income planning. I pride myself on delivering unbiased, clear strategies through effective communication to help give clients confidence in their future. 

My goal is to help each client achieve and maintain financial independence throughout retirement by attempting to preserve, protect and grow their wealth. With more than 20 years of experience, which includes being life- and health- licensed in the insurance industry since 1998, as well as 7-years of experience in the securities industry, I am truly dedicated to the financial well-being of my clients.
 
I serve each client with integrity, loyalty, respect, and a high level of service.

We specialize in helping people plan for a successful retirement. We do our best work with:

We specialize in helping people plan for a successful retirement. We do our best work with:

Age 50+

Clients age 50+ who are already retired or want to make “work optional” in the next 5-10 years. 

$250k+

Diligent savers who have accumulated investments of $250,000 or more and want to potentially reduce their tax burden (excluding real estate).

Experienced

Those who value working with experienced professionals because they know their retirement is too important to go it alone. 

Get Your Complimentary Retirement Readiness Assessment Here

Our simple 5-step process will help you improve your retirement success. We work with each client to:

IDENTIFY

your income goals and vision.

ANALYZE

possible options to get there.

SELECT

the best strategy to reach your income goals.

IMPLEMENT

your strategy.

MONITOR

and adjust as needed.

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