• The habits you form here will be with you for the rest of your life.

  • Behind me is infinite power, before me is endless possibility, around me is boundless opportunity. Why should I fear?

  • Don't just look for a great opportunity; Try to capture an opportunity and make it great.

  • Nothing in life is to be feared. It is only to be understood.

  • Investing is not risky; NOT investing is risky.

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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.


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.

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.

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.

Firm Model | Firm Process | Firm Client Profile | Firm Team

1990 North California Blvd, Suite 830, Walnut Creek, California 94596.
11100 San Pablo Ave, Suite 210, El Cerrito, California 94530.

© Wen Capital Advisory Group, Inc., an independent registered investment adviser firm. All rights reserved.