Wen Capital Advisory Group, Inc. Employee Directory

Financial ServicesUnited States11-50 Employees

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

Our Purpose:
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.

Our Mission:
Wen Capital Advisory Group, Inc. is a leading financial & wealth management firm, striving to accelerate & 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 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. 

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

We believe in maintaining long term relationship with you. With fee-only model, we can not only further improve your portfolio performance and develop your financial plans consistently, but also minimize your overall cost.  You can relax knowing you are working with someone who has your best interests in mind.

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