Passionate | Experienced | Independent

Who we are

A privately owned, independent money management firm headquartered in Newport Beach, CA Wimcap is led by a team of experts with over 40 years of combined experience in investment management.  Founded in 2014 we are a 100% employee-owned, independent investment adviser. 

Simple, Straightforward Advice

Our aim is to provide clear and objective investment advice to our clients. Saving for retirement shouldn’t be confusing or frustrating. At Wimcap, we’re committed to providing you with easy to understand advice and guidance that gives you the confidence you need to make smart investment decisions. We keep your action plan simple and straightforward.

What we believe

You deserve straightforward advice and step-by-step guidance to help you reach your retirement goals.

Informed investors make better decisions - and prosper.

We’ll explain each recommendation and show you how and why certain investments are better than others for reaching your financial goals.

Diversification is intelligent investing.

Spreading investments across a variety of asset types that react differently from each other in both good times and bad can increase an investor's returns while reducing risk. Known as diversification, this practice is central to modern portfolio theory and is fundamental to our methodology and the guidance we provide.

One size does not fit all.

You are best served by an investment strategy and investment guidance based on your unique investor profile, including your financial goals, current situation, and investment preferences. That’s why our investment recommendations are personalized for you.

The best guidance is continuous and comprehensive.

We give you a personalized action plan across all your investment accounts starting with your 401k plan. And we provide ongoing guidance and advice to help you achieve your goals. With Wimcap, you never have to go it alone, because we’re here to help you make sense of your fund choices and allocation decisions.

You always come first.

We have a fiduciary obligation to make recommendations designed to serve your best interests and those interests only. We receive no commissions related to our recommendations.