DAVID WERNLI, CEP^®

Seasoned Financial Advisor | Certified Estate Planner | Founder, W Investments

Phone: 316.320.2020
Email: david.wernli@lpl.com

About Me: With over 30 years of experience in the financial industry, I’ve dedicated my career to helping clients achieve their financial goals. As the founder of W Investments, I lead a boutique financial planning firm based on Main Street in Kansas, serving clients from across the country.

Our Independence Is Your Advantage At W Investments, we pride ourselves on being fully independent, partner-owned, and operated. Our unique structure allows us to focus solely on our clients’ best interests without the distractions often found in large corporate-owned firms.

What Sets Us Apart

• Personalized Guidance: We tailor financial strategies to your individual needs and circumstances.
• Client-Centric Approach: We answer directly to you, not to stockholders or a corporate parent.
• Fiduciary Responsibility: Acting as fiduciaries, we always put your best interests first.
• Access to Independent Research: Managing your assets with full access to unbiased research ensures informed decisions.

Beyond the Office When I’m not advising clients, you’ll find me exploring the great outdoors. I bring the same energy, focus, and passion to my work as I do to my favorite pastimes—fitness, paddleboarding, biking, scuba diving, fishing, and seeking new adventures in my trusty van.

Let’s connect! Feel free to reach out for a consultation or to discuss your financial aspirations.

DAVID WERNLI, CFP^®

Seasoned Financial Advisor | Certified Estate Planner | Founder, W Investments

Phone: 316.320.2020
Email: david.wernli@lpl.com

About Me: With over 30 years of experience in the financial industry, I’ve dedicated my career to helping clients achieve their financial goals. As the founder of W Investments, I lead a boutique financial planning firm based on Main Street in Kansas, serving clients from across the country.

Our Independence Is Your Advantage At W Investments, we pride ourselves on being fully independent, partner-owned, and operated. Our unique structure allows us to focus solely on our clients’ best interests without the distractions often found in large corporate-owned firms.

What Sets Us Apart

• Personalized Guidance: We tailor financial strategies to your individual needs and circumstances.
• Client-Centric Approach: We answer directly to you, not to stockholders or a corporate parent.
• Fiduciary Responsibility: Acting as fiduciaries, we always put your best interests first.
• Access to Independent Research: Managing your assets with full access to unbiased research ensures informed decisions.

Beyond the Office When I’m not advising clients, you’ll find me exploring the great outdoors. I bring the same energy, focus, and passion to my work as I do to my favorite pastimes—fitness, paddleboarding, biking, scuba diving, fishing, and seeking new adventures in my trusty van.

Let’s connect! Feel free to reach out for a consultation or to discuss your financial aspirations.