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    • Investment Approach
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  • Advisors
    • Andy Edstrom, CFA®, CFP®
    • Joel S. Edstrom, CFA®
    • Rick Weinlein
    • Mark M. Gleason, CFA
    • Jeffrey S. Petersen, CFP®
    • Ara Gasparian, CFP®
  • Insights
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  • Home
  • About Us
    • Investment Approach
    • Investment Management
    • Balanced Portfolio Construction
    • Financial Planning
    • Advantages
    • Client Relationship Summary
  • Advisors
    • Andy Edstrom, CFA®, CFP®
    • Joel S. Edstrom, CFA®
    • Rick Weinlein
    • Mark M. Gleason, CFA
    • Jeffrey S. Petersen, CFP®
    • Ara Gasparian, CFP®
  • Insights
  • Client Login
  • Contact Us
logo
  • Home
  • About Us
    • Investment Approach
    • Investment Management
    • Balanced Portfolio Construction
    • Financial Planning
    • Advantages
    • Client Relationship Summary
  • Advisors
    • Andy Edstrom, CFA®, CFP®
    • Joel S. Edstrom, CFA®
    • Rick Weinlein
    • Mark M. Gleason, CFA
    • Jeffrey S. Petersen, CFP®
    • Ara Gasparian, CFP®
  • Insights
  • Client Login
  • Contact Us
  • Home
  • About Us
    • Investment Approach
    • Investment Management
    • Balanced Portfolio Construction
    • Financial Planning
    • Advantages
    • Client Relationship Summary
  • Advisors
    • Andy Edstrom, CFA®, CFP®
    • Joel S. Edstrom, CFA®
    • Rick Weinlein
    • Mark M. Gleason, CFA
    • Jeffrey S. Petersen, CFP®
    • Ara Gasparian, CFP®
  • Insights
  • Client Login
  • Contact Us

Dedicated to Excellence The experience, discipline and insight of our advisory staff sets the firm apart.
MOVING BEYOND THE PIE CHART Our insight deepens through the planning process, helping to ensure that your plan aligns with your values and goals.
SEEING WHAT OTHERS MAY NOT In a constantly changing world, we strive to anticipate rather than react.
About Us Insights

WESCAP Group

 Our Commitment to Excellence Has Been Recognized

WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diverse client base of high-net-worth individuals and families.

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Contact us

Our Client Relationship Summary Can Be Found Here:

WESCAP Group Client Relationship Summary

 

Recent Posts

  • The Modern Frontier: Planning for Your Digital Estate
    by WESCAP Group May 12, 2026
    Over the past few decades, technology has...
  • WESCAP Q1 2026 Commentary: Geopolitical Conflict and the Energy Supply Shock
    by WESCAP Group April 6, 2026
    Up through the start of the Iran conflict...
  • Economic and Investment Outlook for 2026
    by WESCAP Group January 23, 2026
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Head Office

330 N Brand Blvd.
Suite 850
Glendale, CA 91203
Email: contactus@wescapgroup.com
Phone: 800.820.2453
Fax: 818.563.5174