WESCAP Group

WESCAP Group focuses on delivering disciplined investment management and thoughtful financial advice to clients.

WESCAP Group tailors portfolios based on clients’ objectives, risk tolerance, and tax status, using economic forecasts and historical returns.

The firm collaborates with clients to align financial plans with their values and goals.

The firm’s investment approach emphasizes strategic asset allocation, global diversification, and tax efficiency.

The page projects U.S. real GDP growth near 2.2% for 2017, with tax and regulatory changes potentially offsetting trade restrictions.

The newsletter covers topics including currency hedging, investment strategies, fiduciary duty, and credit reports.

WESCAP Group Financial Advisor Andy Edstrom was published in *The Economist* for insights on global investing.

Andy Edstrom’s work appeared in *The Wall Street Journal* and *The Economist*, reflecting WESCAP’s influence on financial discussions.

Andy Edstrom, CFA, CFP, manages wealth and provides financial advice to clients as a senior advisor and Investment Committee member at WESCAP Group.

Jeffrey S. Petersen, CFP, has over eight years of financial service experience at WESCAP Group.

Joel S. Edstrom, CFA, co-founded WESCAP Group in 1988 and has over 34 years of investment management and financial planning experience.

Mark M. Gleason, CFA, brings over 40 years of financial advice and investment experience to WESCAP Group, where he serves on the Investment Committee.

The experience, discipline and insight of our advisory staff sets the firm apart. WESCAP Group is an independent Registered Investment Advisory firm offering balanced investment management and financial planning services to a diverse client base of high-net-worth individuals and families. Founded in 1988, WESCAP Group is headquartered in Glendale, California, and serves clients in the […]

WESCAP Group uses disciplined processes and research to analyze each client’s financial situation and provide customized solutions.

WESCAP Group’s financial advisors are based in Glendale, California, and serve clients nationwide.

Registered Investment Advisors providing top-tier investment management and financial planning services to the Los Angeles area since 1988.

WESCAP Group provides educational information that is not intended as investment, legal, or tax advice.