Wen Capital Advisory Group, Inc.

The firm provides financial planning and portfolio management to individuals, high‑net‑worth clients and charities, and also works with corporations and pension or profit‑sharing plans. Services include discretionary and non‑discretionary investment management, written financial plans, and referrals to third‑party advisers; the firm's owner is also a licensed independent life insurance agent and may recommend insurance products.

Its investment process emphasizes customized asset allocation for each client and fundamental analysis to select securities and mutual funds, with portfolios reviewed monthly and clients typically meeting at least annually. The firm offers direct management as well as co‑adviser or solicitor arrangements with third‑party advisers, and discloses that it may receive a portion of third‑party adviser fees while seeking to mitigate related conflicts through fiduciary duties and internal policies.

Compared with many independent solo advisers, the firm’s combination of a small practice size with corporate and retirement‑plan clientele and an insurance affiliation is uncommon. It also commonly includes nontraditional investments (such as annuities, private placements and REITs) in client programs and uses referral/co‑adviser relationships for outsourced portfolio management, factors that can affect liquidity, fee treatment and oversight.