In memory of David B. Wentz, JD

Sadly, we must share the passing of former Managing Principal, David B. Wentz, JD, whose leadership, dedication, and character helped shape TFB and the many client relationships he so thoughtfully served.

David leaves behind a meaningful professional legacy grounded in trust, long‑term perspective, and a genuine commitment to those he advised. He will be greatly missed by colleagues, clients, and all who had the privilege of working with him.

TFB has a long‑standing succession plan in place to ensure continuity for our clients. Leadership responsibilities continue seamlessly with David’s partners and his son, Vance S. Wentz, CFP(R), at the helm. As CEO, Vance will continue working alongside the firm’s entire staff and leadership team, helping to maintain the stability and service clients have come to expect.

We invite those who knew David — or who wish to learn more about his life and contributions — to read his obituary here. 

Our thoughts are with the Wentz family, and we remain committed to honoring David’s legacy through our work every day.