Wurm & Frye
Wealth Management

Our practice was established to provide ongoing wealth management services to investors while helping them meet their individual investment objectives.

Tower Bridge, Sacramento, CA

Trustworthy Advice • Exceptional Service

Independent advisors, Jerod Wurm, CFP^® and Casey Frye, CFP^® are passionately committed to helping individuals, families and foundations plan for the future through a culture of trustworthy advice and exceptional service. Accordingly, your needs, and those of your family, are met by working directly with Jerod and Casey, the Principals of our team. We are here to serve you with scheduled calls, news, emails and in-person meetings.

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We are:

An independent, client-centric wealth management practice conveniently located in Roseville.
Focused on family investors who demand excellence in their investment activities.
Experienced advisors who specialize in helping to grow, preserve and distribute investment assets prudently.
Dedicated to our approach of helping clients define their long-term investment objectives and build personalized investment portfolios designed to achieve them.
Fiercely proud of our role as independent advisors and look forward to introducing you to the benefits of strategic investment planning and comprehensive wealth management.

Our Mission

Our mission is to provide strategic investment planning, diversified portfolio management and trustworthy advice to individuals, families and foundations with exceptional service and guidance that is both trustworthy and timely.

Special Offer!

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the Certified Financial Planner^™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, HI, ID, IL, IN, KY, MA, MN, MT, NC, NJ, NV, OK, OR, TX, UT, VA, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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Wurm & Frye
Wealth Management

Trustworthy Advice • Exceptional Service

We are:

Our Mission

Special Offer!

Address

Contact Us

Wurm & Frye Wealth Management

Trustworthy Advice • Exceptional Service

We are:

Our Mission

Special Offer!

Address

Contact Us

Social

Wurm & Frye
Wealth Management