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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.

Wen Capital Advisory Group eWealth Portal

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.

Wen Capital Advisory Group (WCAG)

OUR MISSION

OUR PROCESS

OUR SERVICE

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Client Service

Wen Capital Advisory Group Business Meeting

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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.