Multi-professional team 
    advice for your family office

  • Our goal is to transform your resources into prosperity for generations of sustainable wealth.

  • Collaborative advice drives successful outcomes.

  • We’re dedicated to helping families protect and grow their substantial financial assets across generations.

  • Wealth Planning.
    Investment Management.
    Estate Planning.

As the Principal and owner of this Registered Investment Advisor firm, my commitment is to spend the necessary time to fully understand your financial concerns, work in partnership with you to develop a customized plan, and then advise you on appropriate adjustments to your long term strategies.

Mark D. Wendell

Wealth and Estate Planning. Investment Management.

MD Wendell Wealth Partners is one of the preeminent multi-family offices that is dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. We feature top-tier talent and forward-thinking professionals including a CPA, trust and estate attorney, and financial advisor. A comprehensive wealth management firm such as MD Wendell uses institutional investment processes and multi-professional collaborative advice in an effort to drive successful outcomes. Let’s talk today about what a team approach can mean for you.

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office: (805) 230-1908
cell: (805) 402-8642
Email: mark@mdwendell.com

2945 Townsgate Road • Suite 200
Westlake Village, CA 91361

MD Wendell Wealth Partners is a Registered Investment Advisor. The information contained in this advertisement is not a solicitation to purchase or sell investments.  Investing involves risks and there is always the potential of losing money when you invest. Specific investments may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an individual investor's circumstances and objectives.