Approach

Scaramento Discover Park Bridge

Approach

Sacramento Discovery Park Bridge

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.

  • Envision® Planning process
    The Envision Process

    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.

    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 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
    Efficient Frontier

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

    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.

    Efficient Frontier Chart is conceptual and does not reflect any actual returns or represent any specific assets classification.

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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.
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