WE Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
We Financial Group serves individual and high‑net‑worth clients with discretionary investment management, financial planning, and estate‑planning support, delivered through customized investment policies and ongoing portfolio supervision. The firm also offers educational seminars and workshops on personal finance and investing for clients and broader audiences.
Its investment process begins with personal discussions to set goals and an investment policy, and it employs a mix of fundamental, technical, and cyclical analysis while implementing long‑term, short‑term and trading strategies, tax‑loss harvesting, and occasional short sales. When appropriate, the firm directs client assets to third‑party managers and conducts annual due diligence on outside managers, including technology‑oriented and options‑focused providers.
The brochure discloses features that are less common among peers: the firm conducts sponsored or fee‑based workshops and uses endorsements and client testimonials in its advertising. It also provides access to options‑based products and box‑spread strategies through recommended managers, an approach that differentiates its investment toolkit from many similarly sized advisory firms.
Client services
Expertise
Fee options
Estate planning fees such as Trust-based plan: $1,990; Additional flat fee $400 for CitizenMint services
Up to $400 per hour for financial planning services
Minimum fee: $5,000 minimum per year plus 0.7% of assets under management (tiered fee schedule applies)
Main office
See office447 Sutter St, Suite 506 1493
San Francisco CA 94108
Advisors at this office
3
Offices (2)
Most active in
New York
Also doing business as
Oui Financial · Oui Financial France · Oui Financial International · Oui Financial LLC · Oui Financial Us · Stripperfp · We Financial France · We Financial Group · We Financial Group LLC · We Financial International · We Financial Us
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Smara S
Series 65
East Windsor, NJ
WE Financial Group
Smara Savoy is a financial advisor at WE Financial Group with a Series 65 credential and one year of industry experience. Prior to joining WE Financial Group, Savoy worked at Oui Financial and was self-employed. Before transitioning to finance, Savoy spent nine years at Nestlé USA. WE Financial Group provides discretionary investment management, financial planning, and estate-planning coordination for individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizing both long-term and short-term strategies, including options-based approaches and third-party managers.
Guillaume D
Series 65
San Francisco, CA
WE Financial Group
Guillaume Decalf is a financial advisor at WE Financial Group with eight years of industry experience. He holds a Series 65 designation and has worked at Oui Financial, Fitbit, and Bluegrasshopper. Outside of his advisory role, he provides product feedback and strategic recommendations for several technology and marketing platforms, including a direct indexing platform and AI meeting script software. WE Financial Group serves individual and high-net-worth clients with discretionary investment management, financial planning, and estate-planning support. The firm uses a blend of fundamental, technical, and cyclical analysis alongside diverse strategies such as tax-loss harvesting and options-based products, and it offers educational seminars for clients and the wider public.
Nicolas B
Series 65
San Francisco, CA
WE Financial Group
Nicolas Benit is a financial advisor at WE Financial Group with a Series 65 credential and no prior industry experience. He previously worked at Oui Financial, Sasu Gestpat, and Banque Courtois. Outside of his advisory role, he is the owner and director of SASU GESTPAT, a financial planning business based in France. WE Financial Group serves individual and high-net-worth clients with discretionary investment management, financial and estate planning, and offers educational seminars on personal finance. The firm uses a combination of fundamental, technical, and cyclical analysis alongside varied investment strategies, and provides access to options-based products and specialized third-party managers.
Lindsey S
CFP®, Series 65
San Francisco, CA
WE Financial Group
Lindsey Swanson is a CFP® with six years of industry experience, currently advising at WE Financial Group. Her prior roles include positions at Brio Financial Group, Real Estate Wealth Planning, and several other firms. Outside of financial advising, she has operated her own business, Lindsey Swanson, LLC, and was involved with Scoops of Vanilla. WE Financial Group serves individual and high-net-worth clients with discretionary investment management, financial planning, and estate-planning support. The firm employs a combination of fundamental, technical, and cyclical analysis along with various strategies, including options-based products and box-spread strategies, and offers educational seminars and workshops for clients and broader audiences.
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