Broker Check

(979) 865-5959

Wehring Wealth Management

Our Broker-Dealer

Charlene Wehring is supported by broker-dealer HD Vest Investment ServicesSM. With more than 30 years of experience servicing independent financial advisors who are also CPAs and tax professionals, HD Vest has designed a business support model customized to suit clients’ needs.

As a dedicated partner in our success, HD Vest brings exceptional service to Charlene and our clients. The following are just a few of the reasons why we have partnered with HD Vest:

Unconditional Platform of Individual Support

With the support of HD Vest, we can grow and maintain our practice while still focusing on serving our clients and addressing their needs.

A Proven System For Tax Professionals

HD Vest’s unique approach and tools are designed to help us build a successful financial services firm alongside our accounting services.

Everything a Client Needs in One Firm

With HD Vest, we can work with a single partner to improve the service we offer clients and provide a wider range of consulting services.

Advanced and Secure Technology

With a commitment to technology, we can work efficiently and productively as HD Vest delivers timely and accurate information, trade execution, and strategy implementation. Secure, online client account access and communications provide us with instant access to securities quotes, financial news, and up-to-the-minute information on investments.

To learn more about HD Vest, visit their website.

Attest services are provided by Charlene E. Wehring, CPA. Investment and financial services are offered by Charlene Wehring through her affiliation with HD Vest.