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Our World is Flat...

We charge a flat fee. That's it!


 Investment advice offered through Brian L. Wettlaufer, Inc.
FLAT FEE
INVESTMENT ADVICE

The purpose of all investment is the greatest possible return for the lowest amount of risk. We simply help you build a portfolio that makes sense over time. Keeping costs down is a cornerstone to that.

QUALIFIED PLAN SERVICES

No asset management fees. The greater your plan assets the more money you save and the smaller the percentage of cost that can be attributed to your investments or your investment advisor.

 

ANNUITY FEES AND COST ANALYSIS

You do not want to discover the limitations imposed on you by the issuing carrier at the time you need it most.  Our annuity cost analysis  will detail for you, in a customized report...

 

We would love to hear from you and see how we can help you in reaching your financial goals more effectively.

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BRIAN L. WETTLAUFER
Professional Profile

Brian Wettlaufer offers a unique style and value added proposition for the individual or small business seeking financial and investment advice. He competes. Throughout his career, Mr. Wettlaufer has been responsible for advising many different types of small businesses on a wide variety of financial development issues, including business start-ups, buy/sells, expansions, campaigns of all kind, “turnaround” situations and much more. For 23 years, he had served as a registered representative, Series 4 Options Principal and Series 24 licensed, General Securities Principal for Securities America, one of the nation’s leading independent broker-dealers at that time.

Throughout the 1980s and into the early 90s, his accomplishments included being among the first to establish a profitable company in Eastern Europe as the Berlin Wall fell. He provided marketing advice to multi-national companies including Anhembi, the largest salt producer in Brazil, DHL, Esso Latin America, and International Corporate Services, Inc. (ICS) of Miami, FL. Brian successfully helped raise sufficient working capital for a new company specializing in the composite repair of aircraft by traveling to Hong Kong, when venture capital dried up in the United States due to the S&L Crisis.


Throughout his career, Brian has lectured extensively on various financial topics nationwide. These unique experiences and achievements bring an added dimension of value to his investment advisory practice today. His focus and single-mindedness of purpose is for communicating more value than expected, when providing investment advice to small business owners, their employees and their families.


After learning how to read before Kindergarten, and following a serious eye injury when just ten years old, Brian as an adolescent, would grab the financial tables in the newspaper ahead of the sports pages or comics. His passion for the markets and investments was ignited, when after learning how to trade stocks from his grandfather he lost half the value of his brokerage account in the 1973-1974 bear market. His focus then turned to the emerging science of technical analysis. He began his studies here, by hand charting different futures contracts with five different colored felt tip pens, prior to the advent of the personal computer. Over the years, Brian has realized that an individual cannot obtain better information than anyone else, but can strive to have better powers of interpretation than others.


As of July 2019, Brian has affiliated with NEXT Financial Group of Houston, Texas. NEXT is a uniquely independent broker dealer focused on shared vision and values. Brian welcomes your questions toll free at (727) 614-8034 or via email: bwettlaufer@NEXTfinancial.com

Bio

CONTACT US

Brian L Wettlaufer Investment Management Inc./NEXT Financial Group

Click here to schedule a free 15 minute consultation.

5930 Main Street

Williamsville, NY 14221

bwettlaufer@NEXTfinancial.com

(727) 614-8034 (Phone)
(727) 614-8755 (Digital Toll Free FAX)

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Annuities are long-term investments. Guarantees are subject to the claims paying ability of the issuing insurance company. Annuities contain mortality, expense charges, account fees, management and administrative fees, and charges for features and riders. Additional fees apply for living-benefit options. Investment restrictions may also apply for all living benefit options. Violating the terms and conditions of the annuity contract may void guarantees.

Withdrawal of earnings will be subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10% federal tax penalty. Withdrawals can lower the cash value and decrease death benefits. Surrenders before the end of the annuity’s term can result in a loss of principal.

 

The sub-accounts in a variable annuity fluctuate with market conditions and when surrendered the principal may be worth more or less than the original amount invested.  NOTE:  NEXT does not provide legal or tax advice.

Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC.

To view NEXT Financial Group, Inc.'s privacy policy and other important information, visit the "Customers" section of www.NEXTfinancial.com.

Brian L. Wettlaufer Inc Investment Management, 5930 Main Street, Williamsville, NY 14221.  Securities and investment advisory services offered through NEXT Financial Group Inc.  Member: FINRA/SIPC Brian L. Wettlaufer Inc. Investment Management is not an affiliate of NEXT Financial Group Inc.  NEXT does not provide tax or legal advice.

Securities  and Insurance licensed in CA, NY, DE, GA, FL and MI*. 
*MI registered for Securities only.

Check the background of this firm and investment professional on FINRA's BrokerCheck.

© 2016-2017 Brian Wettlaufer, Inc.

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