Ribbon Falls Wealth Management Joins Blueprint Financial Advisors

Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day-operations, has strategically expanded its offices into the Southwest U.S. The growth is the result of David Wentland, CFP, CEPA, joining the Blueprint Financial Advisors network of wealth advisors, doing business as Ribbon Falls Wealth Management, which is headquartered in Arizona.

“David’s client-first philosophy aligns well with our vision for a service-minded network of wealth advisors,” says Blueprint Financial Advisors President Andrea Johnson Swope. “He brings a broad background in the financial services industry, which allows him to interlace financial planning, portfolio management, banking, and business retirement services in a way that benefits investors with varied needs and circumstances.”

Advisors who join Blueprint Financial Advisors gain access to comprehensive wealth management solutions in the areas of practice management, technology, in-house back-office capabilities, and customized asset management. This allows entrepreneurial advisors to focus their time on serving clients and nurturing prospects.

“My goal is to help my clients feel a sense of calmness and tranquility about their financial picture,” says Wentland, Founder and Wealth Manager at Ribbon Falls Wealth Management. “Achieving this requires my clients to place a lot of trust in me as their wealth advisor, as well as in the firms with which I align myself. Therefore, I don’t take lightly any decision about new business relationships. In the case of Blueprint, I’ve been impressed by the firm’s ability to get me out of the weeds of day-to-day operations so I can focus on spending time with my clients to achieve that feeling of peace for them.”

Ribbon Falls Wealth Management takes a holistic approach to financial planning. Wentland seeks to coordinate and collaborate with other stakeholders who are pillars in a clients’ financial life, such as their accountant and trust/estate planning attorney, so that clients financial plans can adapt to their needs over time.

Wentland knew he had a passion for the financial industry and client service early in life. It drove him to concentrate on economics and business at Kalamazoo College, focus in the industry when starting his professional career, and obtain his Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA) designations.

Ribbon Falls Wealth Management is the first Blueprint Financial Advisors office in Arizona.