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    Wurm & Frye
    Wealth Management

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

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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 and exceptional service. Accordingly, your needs, and those of your family, are met by working directly with Jerod and Casey, the Principals of our team. We are here to serve you with scheduled calls, news, emails and in-person meetings.

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We are:

  • An independent, client-centric wealth management practice 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

Our mission is to provide strategic investment planning, diversified portfolio management and trustworthy advice to individuals, families and foundations with exceptional service and guidance that is both trustworthy and timely.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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