ENDURING PRINCIPLES
IN A CHANGING WORLD
The experience, discipline and insight of our advisory staff sets the firm apart.
WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diversified client base of high-net-worth individuals and families.
Founded in 1988, WESCAP Group is headquartered in Burbank, California, and serves clients throughout the United States.
Our extraordinary client retention rate is driven by long-term performance, thoughtful financial advice and an unwavering commitment to putting our clients’ interests before our own.
WESCAP Group manages over $500 million in clients assets as-of June 30, 2009.
WESCAP Group manages over $500 million in clients assets as-of June 30, 2009.