WHAT WE DO WCF serves the financial needs of individuals, families, trusts and businesses. We craft plans that evolve with you because we understand that each stage of an individual’s or organization’s life brings new financial risks and opportunities. WHY WE'RE UNIQUE Each of WCF’s services is centered on a single guiding objective: to help people live a better and more fulfilled life. We are confident yet humble, and are authentically dedicated to helping people. We’re not for everybody. But for those who belong here, we’re perfect. HISTORY OF THE FIRM Our firm was established over 35 years ago in Santa Barbara, California. In that time, we’ve evolved from a boutique shop that served a small number of clients to a company of more than 30 employees with more than 700 clients across the country.