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
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.

.

Contact us

Our Client Relationship Summary Can Be Found Here:

WESCAP Group Client Relationship Summary

 

  • How Scammers Are Stealing Billions—And How to Stop Them
    by WESCAP Group May 14, 2025
    There has been an alarming rise of...
  • U.S. Announced Tariffs and Investment Implications
    by WESCAP Group April 7, 2025
    The last 6 weeks of the first quarter...
  • WESCAP Economic and Investment Outlook for 2025
    by WESCAP Group January 24, 2025
    Will inflation reaccelerate after...
  • WESCAP Q4 2024 Quarterly Commentary: A Challenging Quarter for Investments Amid Rising Interest Rates
    by WESCAP Group January 6, 2025
    Portfolio results for the last quarter of...
  • Significant Tax, Economic and Investment Implications of the Federal Republican Elections Sweep.
    by WESCAP Group November 19, 2024
    Given a Republican election sweep at the...
 
 
 

Follow us

  • linkedin
  • facebook
  • twitter
  • linkedin

Contact Us

Head Office

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