Wurm & Frye
Our practice was established to provide ongoing wealth management services to investors while helping them meet their individual investment objectives.
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.
- 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, preserve 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 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.