Financial Advisory Services

Our Services

Transitions bring uncertainty.

WGG Asset Management brings financial clarity.

We provide professional, customized full-life-cycle financial advisory services to clients throughout California and the United States, helping you navigate financial challenges at every stage of life.

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What You Get with WGG Asset Management

Life transitions bring many financial questions, and you don't have to face them alone. WGG Asset Management helps share the burden of financial decision-making, reduce your stress, and allow you to focus on spending time with your family, ensuring that your future and theirs are protected.

Whether you're facing retirement, the loss of a spouse, divorce, unexpected wealth, or a major career change, we'll help keep you on track toward your goals and help you gain better control of your financial future.

Peace of Mind

Professional Assurance

You can rest assured that your financial plan will be carefully managed by an experienced team of advisors, with full risk control throughout to ensure plan implementation.

Trusted

Advisor Team

Through our collaborative approach, you'll gain not just the guidance of one advisor, but the combined expertise of our entire team.

Personalized &

Collaborative Partnership

We'll create a financial plan tailored to your financial goals, proactively adjust it as your life changes, and keep you informed of progress every step of the way.

The following services are included in our comprehensive financial planning, customized to your individual needs to safeguard your financial future.

Investment Management

A customized investment plan tailored to your financial situation and risk tolerance, designed to adapt to unexpected life changes while balancing returns and liquidity.

Retirement Planning

We provide clear, personalized retirement plans that prioritize your short and long-term goals. With 10 Certified Financial Planners on our team, we've helped hundreds of clients transition smoothly into retirement.

Estate Financial Planning

We'll coordinate with your estate attorney to design and implement tax-efficient wealth transfer plans to protect the interests of your loved ones and ensure the orderly transfer of wealth.

Inheritance & New Wealth Management

A strategic asset allocation and preservation plan aligned with your goals, minimizing tax liabilities, and flexible enough to adapt to life changes, protecting every aspect of your wealth.

Divorce Financial Planning

Our team — including a Certified Divorce Financial Analyst (CDFA®) — understands the complex financial issues in divorce. We'll work with you and your attorney to analyze financial data and provide clear solutions.

Financial Planning After the Loss of a Spouse

We help you navigate one of life's most difficult transitions with empathy — addressing your concerns, evaluating your financial situation, and guiding you toward sound financial decisions.

Tax Planning

A forward-looking plan designed to reduce your tax burden, address key taxable matters, and align with your overall financial goals — saving taxes legally and compliantly.

Employee Stock Option & Restricted Stock Plan Management

We'll help you optimize equity incentives through strategic planning, integrating them with your long-term financial goals and overall investment portfolio to maximize the value of your equity.

About the WGG Asset Management Team

The WGG Asset Management team specializes in helping clients manage their finances during life's transitions, providing guidance, care, and collaboration every step of the way. When life changes and your financial needs evolve, we'll be there to answer your questions, adjust your plan, and adapt to future changes.

We are your trusted financial advisors, ready to assist you. Partnering with WGG Asset Management gives you access to

Expertise of experienced fee-only fiduciary advisors

Goal-oriented, customized long-term wealth planning

Transparent communication and collaboration, full visibility of financial progress

Ongoing investment management and financial education to enhance your financial literacy

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