OUR MISSION

At Wenrich Wealth, our mission is YOUR GOALS. 

We help clients establish goal-driven comprehensive financial plans built upon a foundation of objective advice and time-tested strategies.

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A TEAM COMMITTED TO YOUR UNIQUE GOALS

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy that addresses your financial goals and objectives, using the most efficient methods available.

At Wenrich Wealth, we help clients work toward their goals by focusing exclusively on their needs, values, and objectives. We endeavor to provide a high level of service at every opportunity and keep each client's needs top of mind.

Our process revolves around goal setting, planning, and execution. We help clients identify, prioritize, and pursue the goals most important to them.

Learn more about WHAT WE DO and WHO WE ARE.

Contact Us

J. J. Wenrich is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, MD, AZ, FL.

CA Insurance Lic#: 4038469

Phone: 949.547.4313

JJ.Wenrich@LPL.com

5613 Costa Maritima

San Clemente, CA 92673

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