Fiduciary wealth management services in Santa Cruz
There's a better way to build, preserve and protect your wealth.
An independent, fee-only, fiduciary wealth manager in Santa Cruz. Whether you're planning for retirement, funding your kids' college, or managing investment risk, we help you craft a plan that works for you.
Investing and planning can feel like more than you want to take on.
Most people come to us with some of it sorted and some of it they've been putting off, and that's a normal place to start.
We listen first. Then we talk through the habits that quietly lead to better outcomes over time. Then we build the plan and put it to work.
Our fees are simple and transparent. As a fiduciary, we're obligated to put your interests ahead of our own.
How we help
Built around what matters to you.
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Financial Planning
Goal planning, scenarios and projections. Tax saving strategies, estate planning, charitable giving and multigenerational planning, coordinated with the other professionals you already work with.
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Investment Management
Customized portfolios managed in house, globally diversified and tax sensitive. Concentrated positions handled with care. Socially responsible options available on request.
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Risk Management
Proprietary hedging strategies that can define the most a portfolio stands to lose in a decline. Built on Thomas's years as a floor trader, and available to clients where it fits.
Why Wynn Capital
A small firm, on purpose
Wynn Capital was founded as an independent, fiduciary RIA in 2003, back when the broker-dealer model was the norm. While referrals from clients have helped us to grow from $34 million in 2017 to $105 million in 2026, we’ve maintained a very low client-to-advisor ratio. We have a smaller client to advisor ratio than our peers, allowing us to spend more quality time with the people we work with.
We manage portfolios in house rather than outsourcing. That keeps fees down and gives us the flexibility to build something specific to your needs, instead of fitting you into someone else's model.
There's no account minimum. It's the person, not the portfolio.
Let's start with a conversation.
Tell us what's on your mind and we'll tell you honestly whether we can help.