Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

What We Offer

At Wolfgang Capital LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.


We Care

Cost Analysis
Team Approach
Routine Client Reviews
Community Charity Work
Support for Life Changes
Consistent Communication


We Listen

Legacy Goals
Risk Tolerance
Long Term Plans
Income & Growth Goals


We Look

Life Stages
Income Gaps
Risk Vs. Reward
Long Range Outlook
What's Fitting for the Family


The Whole Picture Retirement Plan®

Focused on five key areas of your financial life, our comprehensive Whole Picture Retirement Plan®
is designed to help our clients achieve simplicity and security during their retirement years.

Income Planning

Establish an income plan to help secure your future & support your lifestyle.

Retirement Income
Pension Planning
Spousal Continuation
Social Security Planning
Passive & Investment Income
Required Minimum Distributions

Investment Planning

A diversified investment plan designed to help meet your goals and minimize risk.

Risk Assessment
IRA & 401(K) Planning
401(K) Rollovers
Volatility Exposure
Investment Management
Asset Class Diversification

Tax Strategies

Consider your long term tax positioning to help optimize exposure.

Charitable Giving
Tax Efficient Vehicles
Tax Deferred Accounts
CPA Referrals
Roth Conversion Analysis
Long-Term Efficiency Strategies

Healthcare Planning

Take comfort in knowing you've planned ahead for your health & estate.

Health Insurance*
Supplemental Insurance*
Medicare Plan Selection*
Long Term Care Planning*
Medicare Plan Adjustments*
Annual Cost Evaluation*


Legacy Planning

Help preserve your family's comfort and security with a thoughtful plan.

Survivor Assessment
Life Insurance Benefits*
Beneficiary Designations
Estate Attorney Referrals
Succession Plan
Ownership Transfers
* Insurance offered through Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency (CA LIC #0K07551).


A Snapshot of Our Core Services

Whether you're a long-time client or just coming on board, we're proud to offer an extensive suite of services.
Here's a look at some of the resources we can provide.

Services Chart FS Page
* Insurance offered through Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency (CA LIC #0K07551).
† Advisory services offered through Wolfgang Capital LLC. Legal services offered through Scarth Law, an unaffiliated company.


Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 951.200.5084