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

Features

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

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Financial Advisor

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 Wen Capital Advisory Group (WCAG)   is a leading financial advisory and wealth management firm, dedicated to accelerate and preserve clients' (HNW individuals & institutions) wealth consistently through timely, comprehensive financial services and strategic coaching. Established in 2010 as an independent firm, WCAG specializes in sensible financial planning, providing sophisticated equity and fixed income solutions, and making alternative investment strategies that utilize real estate, hedge fund, and private equity (typically out of reach for individual investors) accessible to the clients.

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Client 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. 

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Planning

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

  • Wealth Management

  • High Networth Private Client Service

  • Business Planning

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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.

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Our Blog

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

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