WCAG is a leading financial & wealth management firm, striving to accelerate & preserve clients' wealth consistently by offering timely comprehensive financial services, strategies, and coaching. is a leading-edge investment consulting and wealth management firm, offering comprehensive and strategic financial and estate planning services to mainly seasoned business owners and real estate multi-uni
t property owners. Independently owned and operated, our firm specializes in helping our clients create and sustain multiple income streams to support their life styles. 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. 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. We provide services in two locations:
1990 North California Blvd
Suite 830
Walnut Creek, California
94596. United States
(925) 232-6011
11100 San Pablo Ave
Suite 210
El Cerrito, California
94530. United States
(510) 778-9110
Our main toll-free phone # is (800) 916-9860, and our toll-free fax # is (800) 935-1343.
