Trustworthy Advice. Exceptional Service.

Independent advisors, Jerod Wurm, CFP® and Casey Frye, CFP® are passionately committed to helping individuals, families and foundations plan for the future through a culture of Trustworthy Advice. Exceptional Service.

Conveniently located in Roseville, our approach is designed around you and includes a personalized, client-centric service philosophy.

Integrated planning, disciplined investment management and advanced technology helps us manage your wealth to positively impact your family's life today and put a plan in place to prudently distribute your assets in the
future.


Why work with CERTIFIED FINANCIAL PLANNER® professionals? 

When you work with CERTIFIED FINANCIAL PLANNER® professionals, you work with advisors who follow a strict Code of Ethics, Rules of Conduct, and Practice Standards. One of the key benefits for you is that CFP® professionals are required to hold themselves to the “Fiduciary Standard” and must at all times place the interest of the client first. Additionally, CFP® professionals remain current with changes in the financial planning field because they must pass a comprehensive financial planning examination and complete a minimum of 30 hours of continuing education every two years.