Wolfgang Capital

Enrique Sanchez is a financial advisor at Wolfgang Capital with no prior advisory industry experience. He has served as president of E.G Sanchez & Associates, CPAs, a tax and accounting firm, since 2006. Wolfgang Capital advises individual clients, including both non-high-net-worth and high-net-worth households, providing discretionary asset management and financial planning services. The firm uses client-specific investment policy statements and a combination of fundamental, technical, and cyclical analysis in managing portfolios.

Zachary Herzog is a financial advisor at Wolfgang Capital with 12 years of industry experience. He holds a Series 65 designation and has been involved with multiple affiliated firms, including a tax and accounting practice where he is a partner. Herzog also works as a fixed life and health insurance salesman through Wolfgang Financial and Insurance Agency. Wolfgang Capital provides discretionary portfolio management and comprehensive financial planning primarily to individual clients, combining fundamental, technical, and cyclical analysis in portfolio construction. The firm offers ongoing asset management with no account minimum and conducts no-fee educational seminars and webinars.

Travis Cramer is a Series 65 licensed advisor with Wolfgang Capital, based in Temecula, CA, and has been with the firm since 2025. His prior experience includes roles at Northpoint Tax, Wealth and Business Advisory and Bryars Tolleson Spires & Whitton LLP. Outside of advising, he is a partner and CPA at Wolfgang Tax & Accounting LLP, where he provides tax professional services. Wolfgang Capital serves individual clients, both non-high-net-worth and high-net-worth households, offering discretionary asset management and financial planning services. The firm manages portfolios based on client-specific investment policies and conducts educational seminars and webinars for the public.

Ryan Mizer is a Series 65-licensed financial advisor with Wolfgang Capital in Temecula, CA, and has eight years of industry experience. He has been with Wolfgang Capital since 2018 and is also involved in insurance sales and service through Wolfgang Financial and Insurance Agency. Wolfgang Capital provides discretionary portfolio management and comprehensive financial planning primarily to individual clients. The firm combines fundamental, technical, and cyclical analysis to construct portfolios and offers financial planning at no additional charge to asset-management clients, with no account minimum required.