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Comprehensive Knowledge


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Personalized Asset Management


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Wealth Can Enhance Life

We create strategies seeking to assist you in growing, protecting and passing on your wealth.

 

About Us

Beyond providing financial security and income, wealth can enhance life. At Wunsch Financial Services, we work with individuals and families who understand the importance of setting and pursuing financial goals.

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Our Approach

Our tactical focus on the planning process considers factors that may have an impact on your portfolio—economic activity, political decisions or even world events. Although asset management can be complex, it’s our job to simplify the process and provide simple and cohesive advice.

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The Benefits of Independence

We are proud to be affiliated with LPL Financial, the largest independent broker-dealer in the nation.* Our independence gives us the opportunity to focus on your immediate needs and long-term goals without the distraction of sales directives or product obligations.
* As reported in Financial Planning Magazine, 1996-2015, based on total revenue.

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Our Services

We offer a menu of services and a personalized approach to meet your specific needs.

 

Comprehensive Planning

As a client of Wunsch Financial Services, you can feel confident that we put your interests first by using a personalized approach specific to your needs and goals.

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Retirement Planning

Whether you are near retirement or already enjoying your retirement years, we want to see you thrive by having the appropriate retirement plan in place.

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Private Asset Management

Our recommendations are based on a thorough evaluation of your current financial picture. We help you clarify your goals so they’re specifically aligned with your needs, and then determine which actions are reasonable to take in order to pursue the goal of growing, preserving and protecting your investible assets.

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Wunsch Financial Services

Physical address:
2 Teton Springs Parkway, Suite 207
Victor, Idaho 83455

Mailing Address
970 West Broadway, #444
Jackson, Wyoming 83001

Phone: 307.200.2222
Cell: 307.690.1788
Fax: 307.200.2223
E-mail: JimWunsch@wfsjh.com

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