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3741 Douglas Blvd Suite 310
Roseville, CA 95661
Phone:
  • (916) 789-8778
  • Toll-Free: (877) 687-4217
Fax:
  • 916-472-6776

Second Opinion Service

Schedule a complementary investment review.

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Comprehensive Approach

Get a clear view of your financial world.

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Our Team

Trustworthy Advice. Exceptional Service.

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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.

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals