Updated November 20, 2023
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The Wealth Consulting Group

Investment Advisor Firm
Total assets under management$2.8B
Years in business29+

About The Wealth Consulting Group

The Wealth Consulting Group (WCG) is a wealth advisory firm serving the financial and wealth planning needs of individuals, families, and corporations since 1995. They aim to be the best wealth management company in the minds of their clients and centers of influence.

At WCG, their vision is to help their clients identify true wealth in their lives and provide service that exceeds expectations. They strive to be a catalyst in plugging all the holes in their clients' wealth planning by serving as their Personal CFO.

One of the key strengths of WCG is its ability to collaborate with professionals across multiple financial disciplines. They work with experts within their firm and strategic partners to develop, coordinate, and implement sophisticated strategies customized to each client's unique needs.

As affluence brings about greater complexity, WCG recognizes that it becomes more challenging for accomplished individuals and families to make clear, confident financial decisions. They understand that these decisions need to consider and weigh the impact across personal, family, business, and philanthropic assets and goals.

WCG's mission is to serve as their clients' most trusted advisor. They aim to help clients set and implement clear goals aligned with their needs, values, and objectives. By providing comprehensive wealth management services, they strive to guide their clients toward achieving financial success while navigating complex financial challenges.

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Monthly Fee
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Assets Under Management

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Areas of specialty

  1. Wealth Management
  2. Financial Planning
  3. Retirement Planning
  4. Tax Optimization
  5. Asset Allocation
  6. Estate Planning
  7. Risk Management
  8. Succession Planning
  9. Philanthropic Planning

More about The Wealth Consulting Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
173194149

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