In an industry full of noise and distractions, Wendy Eddy strives to deliver harmony between emotions and wealth for those she serves as the Founder and Managing Director at The Eddy Investment Group of Pelorus Capital Management. A caring professional with a soul for adventure, Wendy finds joy in discovering what wealth truly means to her clients before digging in to solve the puzzles that keep them up at night. It’s a personal promise to innovate decisive plans designed to organize and grow family wealth, educate the next generation, and achieve the most important goals.

After building a successful 30+ year career that started on the trading floor at First Interstate Bank and progressed to the Platinum Council at Wells Fargo Advisors (2011 – 2021), Wendy pioneered The Eddy Investment Group with her team to create a harmonious environment dedicated to putting the needs of their clients first and always treating them like family. The industry has taken notice - not only does she serve on the Ethics Board of The Investments and Wealth Institute, but she was listed in 2020 and 2021 as a Forbes Top Women Wealth Advisor, in 2021 as a Forbes Best-In-State Wealth Advisor, and as a Forbes Best-In-State Women Advisor in 2023 and 2024. Wendy was also named on Working Mother’s Wealth Advisor Moms List in 2018, 2019, 2020, and 2021. Furthermore, The Eddy Investment Group is part of the Pelorus Capital Management umbrella that was recognized as a Forbes Best-In-State Wealth Management Team in 2023 and 2024.

Wendy’s sincere desire to overdeliver for her clients has made continuing education a lifelong pursuit. In addition to her BS in Business Management from Pepperdine University, she underwent extensive educational requirements to achieve the Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor® designations. Wendy’s commitment to harmony extends outside of her career to the children of low-income families in Long Beach who have suffered neglect, abuse, or violence through her Board service for the non-profit organization For the Child.

After leaving Meadville, PA to obtain her private pilot’s license and finish college at Pepperdine, Wendy “fell in love with the beach and it was all over.” Now residing in Torrance with her husband Dave, she enjoys biking the strand, hitting the links, or finding harmony with a book by the fire in her free time. Surface water sports are also a family passion – her son Wade is an avid surfer while Wendy loves waterskiing and taking trips to Kentucky to wake surf!

CA Insurance License #0B54550. Resident state CA.

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

•         2021 Working Mother’s Top Wealth Advisor Moms: Awarded October 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Workingmother.com).

2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Workingmother.com).
 
2019 Working Mother’s Top Wealth Advisor Moms: Awarded October 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Workingmother.com).

2018 Working Mother’s Top Wealth Advisor Moms: Awarded October 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Workingmother.com).

The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.

•         2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com.

2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com).

The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

•         2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

•         2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com).

2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

•         2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth

•           Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.