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Firm handshake Client Profile Wen Capital Advisory Group

Client Profile

Firm client profile Wen Capital Advisory Group

Our Client Profile

We provide financial and investment services to a wide variety of clientele that consists of individuals and corporations, among whom we mainly serve seasoned business owners and real estate multi-unit property owners. The professions of the individual clients that we are currently serving include physician, attorney, pro-athlete, recording artist, law enforcement officer, politician, college professor, laboratory scientist, CPA, loan officer, Realtor, 500 fortune corporate executive & employee, engineer, and venture capitalist. The corporations that we serve span across high tech, retail, energy, real estate, sports & entertainment, manufacturing, and hospitality industries.

The clients have various account types with us including, but not limited to:
  • Individual, joint and trust accounts

  • Traditional IRA and Roth IRA, SEP and SIMPLE IRA

  • Profit Sharing/Money Purchase Plans, 401(K) and 403(b), and individual K

  • Coverdell, Education IRA

  • Health Savings Account (HSA)

  • Collateral and Pledge Accounts

  • Estate

  • Custodian

  • Business (Corporation)

  • Business (LLC)

  • Business (Partnership)

  • 529 College Savings Plans

Meeting with Clients Wen Capital Advisory Group
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