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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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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