A complete list of active advisors currently associated with Wolfgang Capital
Warmer can help you find a great advisor at Wolfgang Capital or one who fits your needs even better.
Wolfgang Capital provides discretionary portfolio management and comprehensive financial planning primarily to individual clients. The firm offers ongoing asset management, prepares written investment policy statements, and does not impose an account minimum. The firm combines fundamental, technical, and cyclical analysis in constructing portfolios and documents goals and risk tolerances for each client; financial planning is provided to asset-management clients at no additional charge. It also conducts educational seminars and webinars for clients and the public, with webinars delivered via changing URLs and seminars offered at no fee. Wolfgang Capital is notable for multiple affiliated professional businesses: several principals operate an independent insurance agency and sell insurance (with associated commission arrangements), the firm’s owner is a partner in a tax and accounting practice, and an employee owns a law practice that may perform estate-planning work for clients. These affiliations are disclosed in the brochure and the firm may, at its discretion, subsidize up to $3,000 toward tax or legal services for clients; the brochure describes policies intended to mitigate related conflicts of interest.
To learn more about the advisors currently working at Wolfgang Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Temecula, CA
| 0
| |
Temecula, CA
| 12
| |
Temecula, CA
| 7
|
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