Wen Capital Advisory Group

Wen Capital Advisory Group Wen Capital Advisory Group, Inc. Whatever your goals or stage in life, we can help you make the right financial choices.

WCAG is a leading financial & wealth management firm, striving to accelerate & preserve clients' wealth consistently by offering timely comprehensive financial services, strategies, and coaching. is a leading-edge investment consulting and wealth management firm, offering comprehensive and strategic financial and estate planning services to mainly seasoned business owners and real estate multi-uni

t property owners. Independently owned and operated, our firm specializes in helping our clients create and sustain multiple income streams to support their life styles. With Wen Capital Advisory Group as your financial partner, you have access to a team of experienced professionals who can provide the in-depth knowledge necessary to assist you in identifying what investments and financial options are right for you. We can help give you:

• The opportunity to organize and simply your financial life
• Access to in-depth knowledge of financial solutions
• More time to do the things that you cherish most
• A sense of comfort - knowing someone is working with you

You can relax knowing you are working with someone who has your best interests in mind. We provide services in two locations:

1990 North California Blvd
Suite 830
Walnut Creek, California
94596. United States
(925) 232-6011

11100 San Pablo Ave
Suite 210
El Cerrito, California
94530. United States
(510) 778-9110

Our main toll-free phone # is (800) 916-9860, and our toll-free fax # is (800) 935-1343.

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Calculate your required minimum distribution amount based on your account balance and age.

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How much is enough for your emergency fund?

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Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

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A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
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How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Address

11100 San Pablo Avenue, Suite 210
El Cerrito, CA
94530

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18009169860

Website

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