Bennett’s Approach
Bennett J. Wessley
CFP®
Financial Advisor
Overview
Bennett Wessley is a financial advisor in Savant’s Middleton, Wisconsin, office, where he helps individuals and families navigate comprehensive financial planning. As a CERTIFIED FINANCIAL PLANNER® professional, he works with clients on wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Bennett began his career in financial services in 2022. Before joining Savant, he operated his own auto detailing business in the Madison area.
He graduated cum laude from the University of Wisconsin–Whitewater with a bachelor’s degree in finance with an emphasis in financial planning. During his time at UW–Whitewater, he co-founded the club golf team, served as a board member for club tennis, and participated in academic organizations, including the Financial Management Association.
When not in the office, Bennett enjoys time on the Madison lakes, traveling, ice fishing, playing tennis and golf, and getting together with friends. He also likes visiting his family’s cottage in Rome, Wisconsin.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Wisconsin–Whitewater
Bachelor of Business Administration in Finance with an emphasis in Financial Planning, cum laude
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.