CONNECT

Address:

3741 Douglas Blvd Suite 310
Roseville, CA 95661

Phone:

(916) 789-8778,Toll-Free: (877) 687-4217

Fax/Other:

916-472-6776

Comprehensive Approach

 

Get a clear view of your financial world

Wurm & Frye Wealth Management helps you on your way to achieving a better retirement by bringing new clarity to your life goals and enhancing your confidence in meeting them.

We begin by developing your personalized Envision® plan, where we address all aspects of your financial situation and investment structure so we can uncover any potential challenges and capitalize on opportunities.

Envision® Planning process

Our Envision planning program puts you at the center of your financial world in a refreshing, personal way. We'll have conversations to help us learn about your values, goals, charitable intensions, and tolerance for risk. Then we'll draw on our years of experience and put a plan in place to help you meet your financial needs. Your Envision plan serves  as a framework for the strategic allocation of your portfolio and is reviewed regularly to keep it in sync with your life.

How am I doing?

Your Envision plan answers the key question, “How am I doing?” By working side-by-side with you — adjusting planning scenarios and techniques in real time — you can clearly understand the financial impact of your financial decisions.


 

 

 

 

 

 

Your personal benchmark

Achieving your investment goals

 

Instead of tracking your portfolio's performance against an Index, such as the S&P 500, we monitor progress toward achieving your life goals and objectives. Your plan will illustrate how well your investments are helping you work toward achieving your goals, and we'll have the flexibility to adjust your priorities, if necessary, based on lifechanging events or milestones.

 

 

 

Integrated wealth planning services

Our comprehensive wealth planning covers all areas of investment planning. View our services here.

 

How much risk are you taking

Investing in risk-managed strategies

We believe that financial success is best achieved when we collaborate to fully understand your situation, capture your investment and life goals, and put a plan in place to achieve them.

Based upon your risk profile and time horizon, we'll determine an asset allocation and diversification strategy to address your unique goals and objectives.

To help protect your future and build a secure tomorrow, your investment portfolio will include carefully selected cost-effective strategies including Exchange Traded Funds (ETFs) and mutual funds. 

We monitor your portfolio and meet with you regularly, either in-person or via the phone, to review progress towards your goals and make adjustments as needed. 

If you ever have a question or service issue, we are always available to speak with you to help find the answer or resolve your issue.

IMPORTANT: The projections or other information generated by the Envision tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. Envision methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2018 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.

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