CONNECT

Address:

3741 Douglas Blvd Suite 310
Roseville, CA 95661

Phone:

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

Fax/Other:

916-472-6776

Other Professionals

 

Complement your existing professional services

As a estate planning attorney, CPA, or other professional advisor, your clients rely on you for trusted guidance and advice. We understand the important role you play in your clients' lives. 

Wurm & Frye Wealth Management provides wealth planning and investment advice to individuals, families, business owners and institutions. We are able to serve as a resource to complement your existing client services. Our straight-forward, educational approach is designed to provide your clients with the clarity they need to move forward with investment confidence. We have years of experience working collaboratively with family members, attorneys, CPAs, and other professionals to achieve better outcomes for client success.

Feel confident that your clients will receive our promise:

Trustworthy Advice. Exceptional Service.

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