CONNECT

Address:

3741 Douglas Blvd Suite 310
Roseville, CA 95661

Phone:

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

Fax/Other:

916-472-6776

Our Firm

 

Wurm & Frye Wealth Management

Our firm was established to provide ongoing wealth management services to investors while helping them meet their individual investment objectives.  

Your needs, and those of your family, are met by working directly with the Principals of our team – Jerod Wurm and Casey Frye.

As fiduciaries, we act solely for your benefit as a guardian and steward of your wealth. We are here to serve you with regularly scheduled calls, news, emails and in-person meetings. 

We take great pride in the professional quality of our work and live by our promise:

We are: 

  • An independent, client-centric wealth management firm conveniently located in Roseville

  • Focused on family investors who demand excellence in their investment activities

  • Experienced advisors who specialize in helping to grow, protect and distribute investment assets prudently  

  • Dedicated to our approach of helping clients define their long-term investment objectives and build personalized investment portfolios designed to achieve them

  • Fiercely proud of our role as independent advisors and look forward to introducing you to the benefits of strategic investment planning and comprehensive wealth management

Our mission

Our mission is to provide strategic investment planning and diversified portfolio management and provide trustworthy advice to families and foundations with our commitment to exceptional service and guidance through meaningful and timely communication.

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