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Private Asset Management

Personalized Asset Management Plans Aligned With Your Goals

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.

Private asset management is dynamic. As your personal needs change, or your family situation fluctuates, we work with you to make the necessary adjustments to your portfolio so it stays relevant to your current financial needs. We want you to understand the rationale behind our guidance, so we take the time to educate you and answer any questions you have before proceeding.

Schedule a no-obligation consultation to discuss your needs and goals for the future.

Services

  • Comprehensive Planning
  • Retirement Planning
  • Private Asset Management

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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