Second Opinion: Wurm & Frye Wealth Management

Sacramento I St Bridge

Second Opinion

Sacramento I St Bridge
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About the
Wurm & Frye
Second Opinion Service

Do you need to get a better handle on where your investments are at and if you're on the path toward financial success? Do you want a different perspective on how likely it is you'll reach your retirement goals? Or, maybe you just need confirmation that your plan is on track to having enough money to retire?

We welcome the opportunity to meet with you. Please click on the link below to inquire about our second opinion service.
Jerod and Casey at desk

What to expect when you meet with us

During our complementary, no obligation meeting, we'll talk about your financial objectives, life goals, family situation and concerns. We'll ask questions, evaluate your current plan and provide either:
1. Recommendations for changes to increase the likelihood of reaching your goals and objectives; or
2. A confirmation that what you're doing now is working to your advantage

Our professional advice is always delivered in a friendly, straight-forward manner. Our recommendations are clear, easy-to-understand, and delivered in plain-English — without the investment jargon.

Common retirement mistakes document


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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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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals