WESCAP Management Group is an independent financial advisory firm providing investment management and financial planning services to individuals, trusts, and institutional clients since 1988. WESCAP is a fee-only Registered Investment Advisor. Because we do not accept commissions or referral fees, our clients receive advice that is objective and unbiased.
We appreciate your interest in us, and welcome the opportunity to serve your financial needs. As a result of our commitment to providing highly personalized service, our minimum investment relationship is $500,000. Please contact us to discuss how we can help you achieve your financial goals.
