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The world of finance is complicated and ever-changing, with new laws, regulations, technologies, and trends to account for and plan around. While most people do not make navigating its currents and tides into a career, it’s a sea that almost everyone has to cross at least once. Some people invest, others start businesses, and there are always taxes to consider, but for most people, the most significant venture into finance comes in preparing for, and living out, their retirement.
For retirees especially, and everyone else in general, financial planning is an incredibly important and valuable process to undergo, and it pays to do so with the guidance of an expert. Eric Weschke is one such expert; he’s a 30 year veteran of the financial services industry with an extensive background in institutional investment theory and comprehensive financial planning with a focus on tax-efficient retirement income solutions, asset protection, and risk management. Through his company, Advanced Folio Capital Management, he’s able to leverage his experience and resources to build lasting relationships and ensure his clients’ financial stability, asset preservation, and growth.
Generational Expertise: Origins and Education
Eric Weschke isn’t the first member of his family to demonstrate financial expertise and succeed in the American financial industry. His mother, Catherine Montana, was one of the first women to work the stock exchange floor in the late 1960’s, and Weschke inherited her passion for confidently helping others with their finances. This passion was well supported on both sides; his father ran the Suffolk College engineering department, and so Eric Weschke had a strong mathematical background and education from a young age.
His education continued through high school and college, where he attended the University of Albany to continue his studies and interest in finance and management. His hard work and passion for the subject paid off; he graduated with honors, earning a Bachelor of Science Double Majoring in both Finance and Management Information Systems. Diploma in hand, Weschke immediately jumped into the financial sector and began finding success.
Inspiration and Core Values
Eric Weschke lives by the motto both as a professional and as a private citizen: treat others the way he would like to be treated. From his interpersonal relationships to his professional guidance, his guiding philosophy is built on the foundation of reciprocity and helping others. It’s part of what drove him to be a financial advisor; in his words, “ I am all about providing value and education to my potential clients to give them a better retirement.”
His professional journey has been as much shaped by his inspirations as his core values. While his parents gave him a strong and passionate start, Eric Weschke looks up to Warren Buffet as an industry leader worth emulating. The similarity in their career paths aside, Weschke admires Buffet’s integrity and bold vision—especially in combination with his financial results.
“The most admirable thing for me is how he does not get swayed by the critics, and stays the course in his investing prowess,” Weschke explains. “He has been able to deliver, at the end of the day, a strong and consistent return for his investors. Always striving for excellence!”
Professional Achievements and Successes
In over three decades of professional experience, Eric Weschke has built up a hefty portfolio of successes and accolades. He overlooked and executed orders for the Institutional Pension Fund IGHL, was part of a Senior Executive Syndicate Underwriting team for a $20 million Initial Public Bond Offering, and has been recognized by Comprehensive Planning as Advisor of the Year in 2003. One of the defining moments of his career was in his time at Northwestern Mutual, where in 2004 he was recognized as the #1 Advisor based on new businesses throughout the whole of the United States for 1st year representatives.
“At that point I knew that this business was a great fit for me, with the primary emphasis on wanting to educate and help the public on better solutions to their issues,” Weschke explains.
Eric Weschke has always extended his expertise beyond his client base with speaking arrangements and educational resources. He spoke nationally for various corporations in the United States regarding financial strategies for a successful retirement, and is the former host of “Smart Planning Radio,” a New York-based financial radio show that originally aired in 2004. He still shares his expertise and guidance via his podcast and social media pages today.
Aside from consistently guiding clients toward financial stability and success, Weschke has served in a number of financial leadership positions, including Chief Technical Analyst for the Swing-Trader Market News Letter and Senior Executive VP Lending Officer and North East Region Planner for First National Bank of Arizona. The experience gained in these positions have served him well in the founding and operation of his own business, Advanced Folio Capital Management.
The Advanced Folio Process
Eric Weschke founded Advanced Folio Capital Management to help clients take control of their financial future and ensure that they’re making the best possible decisions for retirement, asset protection, and investments. As Independent Wealth Advisors, Advanced Folio is licensed in Investment Advisory Services and Life/Health and Disability Insurance, ensuring that they’re qualified and able to provide any financial guidance a client may need. From planning retirement income, to managing 401K plans, to general fiduciary advice and planning, Advanced Folio Capital Management is there to help.
“While we live in the ‘information age,’ we believe that nothing can replace a personal relationship with a trusted advisor who truly understands your goals and objectives,” Weschke says. “The results are highly personalized strategies for each of our clients.”
Weschke and Advanced Folio prioritizes developing lasting relationships with their clients. The Advanced Folio strategy is designed to increase clients’ cash flow and net worth, while minimizing their tax burden. By focusing on their clients’ goals, time, and risk tolerance, the firm is able to recommend financial strategies that are comprehensive, high quality, and well researched. Throughout the entire planning and investment process, Advanced Folio works closely with clients and investment contacts to make sure clients are well taken care of.
**Disclaimer**: This article is for informational purposes only and does not constitute financial advice. Investors are advised to consult with a financial advisor before making any investment decisions. Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. See full disclosures on FusionCM.com/compliance. Insurance and annuity products are not sold through Fusion Capital Management. Fusion does not endorse any annuity or insurance product, nor does it guarantee any insurance or annuity performance. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company
may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from Fusion's investment advisory fees.
