Guiding You
From Success

To Legacy.

Get advice tailored to your financial goals.
Since 2025
Advice to clients who think in decades.
Wynful
Why Choose Us?

The modern financial world can be complex and challenging

Fiduciary
Support
Client Focused
Partnership
Who We are
‍
Jessica Bailey

Financial Advisor.


Jessica Bailey leads Wynful Capital, guiding its mission to deliver personalized, sophisticated financial advisement. She works closely with entrepreneurs, executives, and multi-generational families to navigate the complexities of significant wealth.

our team  provides personalized, strategic advice tailored to each client's unique goals. We thrive to uphold our 4 main values.

Transparency
We believe in being open and transparent with our clients in all our dealings. At Vanguard, we ensure that our clients are fully informed about their financial decisions and our processes.
Excellence
Excellence is our standard. We strive for superior performance in all aspects of our business, from the quality of our financial advice to the level of customer service we provide.
Integrity
At Vanguard, we believe in conducting our business with the highest level of honesty and transparency. Our clients trust us to provide unbiased, ethical advice, and we are committed to maintaining that trust by always putting their best interests first.
Humility
Vanguard is committed to embracing new technologies and methodologies to enhance our services. We continually seek out and implement innovative strategies to deliver exceptional value and results for our clients.
Wynful Capital

Our Approach

We aren’t limited to traditional financial planning. We focus on a long term approach.
Investment

Our process focuses on diversified investing through experienced third-party managers, regular portfolio review, disciplined risk management, and financial plans built around each client’s specific situation.

Retirement

Our approach brings together Social Security planning, 401(k) and IRA rollovers, guaranteed income strategies*, and legacy planning into one clear retirement framework

Strategic Alliances

Partners

Michael Binger , CFA®

President of Gradient Investments.

Keith Gangl , CFA®

Senior Portfolio Manager at Gradient Investments.

Lisa Schreiber

Associate Portfolio Manager for Gradient Investments.

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