• It’s all about the experience:
    yours and ours

    WCG is a boutique wealth management firm offering high-net-worth individuals and companies
    access to a powerful combination of industry-leading service, talent and national resources.

     
  • Your Personal CFO

    We collaborate with professionals across multiple financial disciplines to develop,
    coordinate and implement sophisticated strategies customized to your needs.

     
  • A culture of excellence,
    trust, and transparency

    WCG offers accomplished individuals, families, and companies an unparalleled wealth
    management experience emphasizing confidentiality, transparency and concierge-level service.

     

  

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Welcome to The Wealth Consulting Group

Since 1995, WCG has served the diverse financial and wealth planning needs of accomplished individuals, families and businesses seeking unbiased advice and sophisticated financial strategies.

Our mission is to be the most valuable resource for our clients in helping to pursue their financial objectives. WCG advisors draw upon the broad expertise and talent within our firm and across our alliance partners, to address complex financial challenges that accompany affluence. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives.

Find out what makes us different and how that can make all the difference for you, your family, or business.

Watch our video to learn more about our approach
to comprehensive wealth management.

Disclosure

WCG in the news

  • Fox Business
    December 24, 2015

    Jimmy joins FOX Business to discuss what he makes of the market being on track for a negative year, why he sees a potential short-term rally in equities and the Federal Reserve’s rate raise.

  • Business News Network
    December 23, 2015

    Jimmy Lee joins Canada’s Business News Network to weigh in on what he sees for year-end and beyond, including how savings at the gas pump can potentially lead to a Santa Claus rally.

  • Fox Business
    September 23, 2015

    Jimmy Lee joined Dierdre Bolton to discuss whether he thinks the Pope has a significant effect on the markets, as well as what he sees moving forward, and why he is a bull in the short term.

  • Fox Business
    August 27, 2015

    Jimmy Lee, CFS, CEO of the Wealth Consulting Group appeared on a FOX Business segment discussing this last week’s significant volatility and, more broadly, why he is not surprised at this correction.

  • Yahoo Finance TV,
    July 9, 2015

    Jimmy Lee, CFS, CEO of the Wealth Consulting Group, joins Sue Lee on Yahoo Finance to discuss the trifecta of Puerto Rico, China, and Greece, and note which sectors he thinks are good buys on current market dips.

  • CNBC
    April 24, 2015

    Jimmy Lee, CFS, CEO of the Wealth Consulting Group, joins CNBC to discuss earnings season, and how lowered investor expectations due to prior guidance is affecting market reaction to companies’ results.

  • CNBC
    April 24, 2015

    Jimmy Lee, CFS, CEO of the Wealth Consulting Group, joins CNBC to discuss the low price of gold, whether or not it will go up with the the next correction, and the general broad effect of economic factors.

  • ARISE XChange
    February 19, 2015

    Jimmy Lee, CFS, CEO of the Wealth Consulting Group, appeared on ARISE XChange to discuss whether or not he thinks Greece will exit the Euro, and how he thinks the U.S. market will react.

  • FOX Business
    April 1, 2014

    Jimmy Lee, CFS and managing partner at the Wealth Consulting Group appears on FOX Business “Cavuto” to discuss sentiment on the economy from his clients who are small business owners.

  • The Wall Street Journal
    January 16, 2014

    Jimmy Lee, CFS and managing partner at the Wealth Consulting Group is featured on a video segment for Wall Street Journal Live.

  • CNBC
    November 4, 2013

    Jimmy Lee, CFS and managing partner at the Wealth Consulting Group appears on CNBC to discuss the importance of the consumer.

  • FOX Business
    October 20, 2011

    Jimmy Lee, CFS and managing partner at Strategic Wealth Associates, appears live on the set of Fox Business alongside hosts Chris Cotter and Lori Rothman.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial.

The LPL. Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

 

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