• 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.




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.

WCG in the news



Client Group


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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