San Francisco, CA Sutter St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
WE Financial Group
Supported
Firm-wide stats for WE Financial Group
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.
Based on WE Financial Group
Expertise
Based on WE Financial Group
Location
447 Sutter St, Suite 506 1493
San Francisco CA 94108
Advisors at this office
3
Advisors at this office
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)