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28765 Single Oak Drive
Suite 150
Temecula, CA 92590
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San Diego, CA 92127
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Carlsbad, CA 92008
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The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of California or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

The opinions expressed in materials available on this site, but not originally written by Wolfgang Capital do not necessarily reflect those of Wolfgang Capital and are subject to change without notice.

Fee-based financial planning and investment advisory services are offered by Wolfgang Capital, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Wolfgang Financial and Insurance Agency (CA LIC # 0K07551). Wolfgang Capital and Wolfgang Financial and Insurance Agency are affiliated companies. Neither Wolfgang Financial and Insurance Agency or Wolfgang Capital provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Wolfgang Capital, Wolfgang Financial and Insurance Agency are not affiliated with or endorsed by the Social Security Administration or any government agency.

SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA’s role is only to educate and inspire. SOFA only represents the educational workshop - all other endorsements are non-SOFA related.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Wolfgang Capital, Wolfgang Financial and Insurance Agency or any of its employees are stated or implied. Appearances in Forbes Custom and Kiplinger were obtained through a PR firm and are a paid placement. Appearances in media outlets: Wealth & Finance International, Finance Monthly, 94.5 KMYT, AM 1350 Fox Sports and 1290 Newstalk were a paid placement.

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Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for Client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program are not affiliated with Wolfgang Financial and Insurance Agency or Wolfgang Capital and we are not sponsored or endorsed by Dave Ramsey or the Dave Ramsey SmartVestor program.

SmartVestor™ is an advertising service for financial professionals. Advertising fees are not connected to any services offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey, the SmartVestor program, nor Ramsey Solutions are affiliated with Wolfgang Capital or Wolfgang Financial and Insurance Agency.

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