We broaden access to sophisticated, comprehensive financial care.
How We Help
We like to make complicated things easy. We manage your entire financial life for one accessible fee. With no room for dropped batons or duplicative costs, our integrated approach is designed to deliver outsized results and a client experience you’ll love. Proactive, hands-on, and deeply engaged with your goals, we’re here to help build your fullest financial life.
New clients complete a five meeting financial planning sequence, then transition to the ongoing client quarterly meeting cadence. The first two meetings are free.
Mike Wunsch, CPA
- Certified Public Accountant (CPA)
- Registered Investment Advisor*
- UCLA Grad (Summa Cum Laude)
- Former Big4 and Tech BizOps
I thought I had found my dream job at age 21. I landed an internship with a firm that had a small practice managing the financial lives of high net worth celebrities. The firm provided their clients fully comprehensive financial management – taxes, investments, contract negotiations, philanthropic plans. The movie star part was definitely cool, but so was all the complex strategy! The only problem? The department I longed to join didn’t hire college kids.
The disappointment proved temporary and I went on to get my CPA license. I had a vague notion of opening my own firm, one day. The idea started to take shape right around the time I stopped thinking about it. I was working for a tech start-up that was preparing to go public. My finances became complicated and I was drowning at work. I asked my CPA friends for tax preparer recommendations. In complete absence of enthusiastic replies, I could start to hear the opportunity knock.
As an intern, I saw firsthand how the financial industry tends to provide the best financial care to the people who arguably need it the least. I started WealthDevs to help broaden access to sophisticated financial care and serve an audience who could more meaningfully benefit. Ultimately, I believe a hands-on comprehensive approach is the key to unlocking your best financial life outcome (and a client experience worth getting excited about). While far from the norm today, the landscape is changing and I hope you will join me in pushing the industry forward.
We strive to maximize helpfulness and publish a series of guides, for free.