• Investing is not risky; NOT investing is risky.

  • 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.

logo icon facebook facebook
(925) 232-6011
blue skyscraper buildings photo business woman client meeting with 2 senior couple photo metal framework of globe in space photo 2 people shaking hands photo


OPERATION SERVICE DEPARTMENT




operation services

The Operation Service department team provides the clients with the back office operation assistance including online account access trouble shooting, deposits, disbursements, journals, check writing and debit card, ACH Set-up and maintenance and etc.



Our Team | Firm Philosophy | Firm Model | Firm Process | Firm Client Profile

HOME | ABOUT THE FIRM | INVESTMENTS & SERVICES | CLIENT CENTER | EVENTS | CONTACT | SITE MAP
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.