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Financial Advisory Services in El Cerrito, Walnut Creek, and Surrounding Areas

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Start your quest towards financial freedom on firm footing. Let us show you how.

Wen Capital Advisory Group eWealth Portal

Financial Advisor

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Wen Capital Advisory Group (WCAG) is an independent fiduciary financial advisory and wealth management firm dedicated to helping high-net-worth families, entrepreneurs, and affluent individuals navigate the complexities of wealth with confidence. Founded in 2010, WCAG provides comprehensive wealth advisory services that integrate investment management, financial planning, tax planning, estate planning, and insurance planning. As a fiduciary advisor, we place our clients’ interests first and work closely with clients to develop personalized strategies designed to grow, protect, and preserve wealth while addressing the unique challenges that come with significant financial success. Our investment approach combines disciplined portfolio management with sophisticated equity, fixed income, and alternative investment strategies, including carefully evaluated opportunities in real estate, private equity, and other institutional-style investments. We partner with clients to protect, grow, and steward their wealth for generations.

Wen Capital Advisory Group (WCAG)

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OUR SERVICE

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Investments

There are many investment vehicles in the market, and so choosing the ones that best meet your needs can be complicated. That’s where we can help. We can offer professional financial advice to help you choose only those investments that meet your current and future goals.

Planning

On the strategic planning and advisory side, we specialize in:

Wealth Management
High Networth Private Client Service
Business Planning

Services

Besides a wide variety of investment options we offer, we strive to provide strategic financial planning closely tailored for each client's specific need, and excellent customer service that carefully guides the clients through various financial stages.

Publications

Get access to industry news and make informed decisions for your financial plans.

MORE PUBLICATIONS

Our Blog

Gain insights on common financial decision mistakes and prepare better for life’s milestones and surprises.

Understanding Qualified Charitable Distributions

As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your retirement income. Here are some factors to consider with QCDs and how they've changed based on recent legislation, such as the SECURE Act. What Is a Qualified Charitable Distribution (QCD)? A Qualified Charitable Distribution allows individuals aged

Jul 17

Insuring Your Second Home

When it comes to insuring your second home, you may find that the coverage you need is quite different from what you have on your primary home. The Unique Risks of a Second Home Your current homeowners policy may allow for coverage of two properties under one policy, but because there are unique risks with a second home, a separate policy may be more conducive to obtaining the coverage you need. Here are some of the special risks you may need to cover: Long Periods without Oc

Jun 26

Personal Finance Tips for Military Families

One study found that military personnel have more credit problems and are more likely to make late house payments than their civilian counterparts.¹ While the financial situation of military personnel and their families mirrors the general population in many respects, heavy indebtedness and mismanagement of credit cards may be especially acute issues for service members. Of course, military families face unique challenges, such as deployment to conflict zones, overseas assign

May 21

When Life Insurance Becomes Taxable

In 1900, the average life expectancy of a newborn was only 32 years old. By 2025, that number more than doubled to 73 years, and the trend is expected to continue.1,2 Living this long may have unexpected tax consequences. Here’s why. Many older life insurance policies mature at a specific age. If the insured individual attains that age, the policy’s cash value may be paid out to the policy owner in lieu of a death benefit payment.3 Tracking Taxes This payout may be taxed as o

Apr 23

What is the Value of Your Business?

In the first quarter of 2025, more than 2,300 small businesses were sold. The median sale price was roughly $349,000, up 4% from the same time last year. 1 As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate tax estimates, or qualifying for a loan. There are a number of valuation techniques, ranging from the simple to the very complex. Outlined below are three different approaches to valuing

Mar 12

Life and Death of a Twenty Dollar Bill

The government prints millions of notes a day. Here's a quick look at what goes into creating a $20 bill and what determines when a bill's lifespan ends. 1 Paper A $20 bill starts out life as part of a large sheet of paper. While most paper is made primarily from wood pulp, the paper used by the U.S. Bureau of Engraving and Printing doesn't contain any wood at all. Currency paper is composed of a special blend of 75% cotton and 25% linen. It's made with special watermarks and

Feb 26

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Financial Advisory Services in El Cerrito, Walnut Creek, and Surrounding Areas

Features

WEN CAPITAL

WEN CAPITAL

WEN CAPITAL

MORTGAGE

Financial Advisor

Client Service

Investments

Planning

Services

Publications

Our Blog

Understanding Qualified Charitable Distributions

Insuring Your Second Home

Personal Finance Tips for Military Families

When Life Insurance Becomes Taxable

What is the Value of Your Business?

Life and Death of a Twenty Dollar Bill

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