What We Offer
At Wolfgang Capital, 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.
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.
We Care
Cost Analysis
Team Approach
Routine Client Reviews
Community Charity Work
Support for Life Changes
Consistent Communication
We Listen
Values
Concerns
Legacy Goals
Risk Tolerance
Long Term Plans
Income & Growth Goals
We Look
Inflation
Life Stages
Income Gaps
Risk Vs. Reward
Long Range Outlook
What's Fitting for the Family
Our Services
Income Planning
Establish an income plan to help secure your future & support your lifestyle.
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Investment Planning
A diversified investment plan designed to help meet your goals & minimize risk.
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Tax Strategies
Consider your long term tax positioning to help optimize exposure.
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Healthcare Planning
Take comfort in knowing you've planned ahead for your health & estate.
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Legacy Planning
Help preserve your family's comfort & security with a thoughtful plan.
▼Income Planning Services
- Retirement Income
- Pension Planning
- Annuities*
- Social Security Planning
- Passive & Investment Income
- Required Minimum Distributions
*Insurance offered through Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency (CA LIC #0K07551).
Investment Planning Services
- Risk Assessment
- IRA & 401(k) Planning
- 401(k) Rollovers
- Volatility Exposure
- Investment Management
- Asset Class Diversification
Tax Strategy Services
- Charitable Giving
- Tax Deferred Accounts
- Roth Conversion Analysis
- Tax Planning & Filing**
- Long-Term Efficiency Strategies
- Retirement Tax Strategies & Projections**
**Tax services offered through Wolfgang Tax & Accounting LLP.
Healthcare Planning Services
- Health Insurance*
- Supplemental Insurance*
- Medicare Plan Selection*
- Long Term Care Planning*
- Medicare Plan Adjustments*
- Annual Cost Evaluation*
*Insurance offered through Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency (CA LIC #0K07551).
Legacy Planning Services
- Trust Administration†
- Life Insurance Benefits*
- Beneficiary Designations
- Estate Planning†
- Succession Planning†
- Business Planning & Formation†
*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 Drovetta Law APC, an unaffiliated company.
You've spent a lifetime building your future. You shouldn't have to spend your retirement managing it. Wolfgang Capital brings everything together under one roof—one team, one plan, working in harmony—so you can focus on what actually matters: living the life you've earned.
More Than Just Financial Planning
At Wolfgang Capital, we believe relationships matter. Beyond our monthly educational gatherings, we create opportunities throughout the year for our clients to connect, celebrate, and feel part of something bigger than their portfolio.
We bring people together to mark important milestones, share insights, and strengthen the connections that make financial planning feel less like business and more like family. It's our way of honoring the trust you place in us—and the relationships that make our work meaningful.
Take the First Step Today
You've worked a lifetime to build your net worth. Now, it's time to enjoy retirement on your terms. Schedule a visit today to learn how we can help you work towards a confident retirement life.