top of page
Commercial Bldgs Wen Advisory Group

Our Mission

                                                                         is a leading investment and wealth management firm, striving to accelerate and preserve clients (HNW individuals & institutions)’ wealth consistently by offering timely comprehensive financial services, strategies, and coaching. Independently owned & operated, WCAG specializes in sensible financial planning, providing sophisticated fixed income solutions, and making alternative investment strategies that utilize real estate, hedge fund, or private equity (typically out of reach for individual investors) accessible to the clients.

Our Vision icon Wen Capital Advisory Group

Our Vision

To make Wen Capital Advisory Group the top choice for the wealth management service worldwide.

Our Purpose

Our Purpose icon Wen Capital Advisory Group

Every thing we do, we believe in challenging your status quo and pushing your boundary to help you live your life to the fullest and conquer your world like a winner , through consistently elevating your financial wellbeing.

Work Meeting
Our Vision
Our Mission


When it comes to your financial dreams, taking action is vital to your success. But that's not always easy. At Wen Capital Advisory Group, we will help you clarify and prioritize your financial goals, quantify where you are now, define where you want to be and when. Then, based on our knowledge and experience, we will offer you recommendations to help you get there. We are committed to making your journey toward your financial success as easy as possible.

We can help give you:

  • The opportunity to organize and simply your financial life

  • Access to in-depth knowledge of financial solutions

  • More time to do the things that you cherish most

  • A sense of comfort - knowing someone is working with you

You can relax knowing you are working with someone who has your best interests in mind.

Wen Capital Advisory Group

If you're like most investors, you want someone to walk you through the financial strategies available to you. That's where we can help. With Wen Capital Advisory Group as your financial partner, you have access to a team of experienced professionals who can provide the in-depth knowledge necessary to assist you in identifying what investments and financial options are right for you. Whatever your goals or stage in life, we can help you make the right financial choices.

Meeting Room Business Wen Capital Advisory Group
Our Model
Snowy Mountain Peaks
Our Philosophy icon Wen Capital Advisory Group

Our Philosophy

The financial services industry is undergoing rapid changes these days. Today's clients are looking for a true financial "coach"; a resource they can rely upon to provide solid advice addressing their complete financial picture. At Wen Capital Advisory Group, we are dedicated to act as our clients' coach in this changing environment to help shape their financial vision.

We build Client-Centered Approach. It's all about you.

Our Model icon Wen Capital Advisory Group

Our Model

We believe in aligning our compensation to our clients' success, thus our business model is fee-only, with no commission involved. We work exclusively for our clients. We are not a brokerage firm, insurance company, bank or other financial institutions; Thus, our approach is "process" not "product" driven.  We truly act out of fiduciary duty, or the obligation, to put our clients' interests first.

bottom of page