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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®
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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

  • Economic and Investment Outlook for 2026
    by WESCAP Group January 23, 2026
    (more…)
  • WESCAP Q4 2025 Quarterly Commentary: Global Strength and the Productivity Pivot
    by WESCAP Group January 6, 2026
    Portfolio results for the last quarter of...
  • Year-End 2025 Planning Opportunity Checklist
    by WESCAP Group November 19, 2025
    As 2025 comes to a close, now is an ideal...

 
 
 

Head Office

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