Potential Cost Savings
We shop the market for the best available insurance rates.

About Us
We help clients identify appropriate coverage levels, quote multiple insurance carriers, and select from the best cost‑to‑value comparison.
WCIG is a subsidiary of Wendell Charles Financial, LLC, a wealth management firm founded in 2011 serving nearly 1,000 clients in more than 25 states.
As the firm grew, it became clear that the same independent, client-first methodology was needed for Property & Casualty insurance for both individuals and businesses. We believe this integrated perspective helps identify appropriate risk measures in a more complete way.
Through our SIAA partnership and direct appointments with top-tier carriers, we provide access to personal and commercial insurance solutions while keeping your overall plan streamlined and efficient.
As an independent insurance brokerage, we believe in a free-market approach to your insurance needs. We identify appropriate coverage levels, quote multiple insurance carriers, and select from the best cost-to-value comparison.
We'd love to work with you.
We shop the market for the best available insurance rates.
Coordinate and organize your investments and insurance.
Detailed consultations to understand your unique insurance coverage needs.

Download our Risk Management Overview to learn more about our wide range of insurance and financial products and services.
Download PDFAs a member firm of SIAA, we are a part of the largest Independent Insurance Agency Alliance in the United States. Member firms of SIAA combined to place over $12.46 Billion of in-force premium in 2022.
By partnering with SIAA, Wendell Charles Insurance Group receives access to highly rated insurance carriers in 49 states as well as technology, tools & resources that allow us to serve our clients as an Independent Agency along with the strength of a national alliance.

We work with a diverse range of clients to provide tailored insurance solutions.
Personal insurance solutions tailored to your unique needs
Commercial coverage to protect your business assets
Specialized coverage for unique risk profiles

Founder & CEO | Wealth Manager
Founded Wendell Charles in 2011 and leads the firm's vision, planning approach, and client relationships nationwide.

VP, Client Services
Leads operations and client service, ensuring accuracy, efficiency, and a high-touch experience across all client interactions.

VP, Business Development
Supports clients with insurance and risk management strategies to help preserve their assets, income, and families.
A trusted partner firm helps us deliver coordinated support across insurance and long-term wealth strategy.
Wendell Charles Wealth Management is a sister company offering coordinated guidance for long-term planning, investments, and retirement strategy.
Schedule a consultation to review your insurance needs and get personalized recommendations.