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  2. About
  3. Our Approach

Our Approach

Creating Appropriate Strategies Seeking to Assist You in Growing, Protecting and Passing on Your Wealth

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.

It’s important for affluent individuals and families to have a cohesive plan, coupled with professional portfolio management, which strives to take advantage of opportunities and avoid pitfalls. We help you clarify your goals and provide focus, direction, and appropriate strategies to assist you in pursuing them.

Coordination and communication are key aspects of the service we provide as we help you plan well to live well.

Ready to put our knowledge to work for you?

About

  • Our Approach
  • Meet Us
  • The Benefits of Independence

Contact Us

Have a question or want to sit down with us?
Let us know and we'd be happy to help.

Get to know us

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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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA and SIPC.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL,
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