William Ertel (CFP®, CMFC, CPA/PFS)

William Ertel focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Investment Advice with Ongoing Management

Planning Specialties

Tassel Capital Management, Inc. provides investment, financial & stewardship guidance.  Investment management services are not required to take advantage of financial planning services.

Additional Information

Visit tasselcapital.com for more information.

NAPFA Start Date

February 27, 2003


This Office

1220 Mann Dr Ste 100 Matthews, NC 28105-5548 Phone: (704) 814-6780 Fax: (800) 513-4437