- About WCG
- Our Team
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Overview of WCG
Our vision is to be considered the best wealth management company of its kind in the minds of our clients and centers of influence.
Welcome to The Wealth Consulting Group (WCG). 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. WCG advisors draw upon the broad expertise and talent within our firm and across our alliance partners, to develop strategies for the 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.
Our mission is to be the most valuable resource for our clients in helping to pursue their financial objectives.
An Independent Wealth Management Services Company
Headquartered in Las Vegas, Nevada, WCG is an independent wealth management and financial services company with offices conveniently located throughout the Southwest and serving clients nationally. The firm began as a sole proprietorship owned and operated by one of WCG’s principals. His vision was to become a single source for affluent individuals and businesses to work with a team of experienced advisors who number among the industry’s most highly trained and best supported.
Today, WCG is a leading wealth management firm with highly qualified advisor teams serving clients nationwide with unbiased advice and innovative strategies. We believe that the financial services industry, including financial planning, investment management, and insurance brokerage, has become largely commoditized. Because of this belief, we compete on a field where we believe few of our competitors are playing. Our advisor teams serve as Personal CFO’s for many of their clients, assisting them with the myriad of details needed to address a comprehensive wealth management plan. We like to say that our clients do not pay us more then their existing financial planners, investment advisors, and insurance agents, but gain so much in value by leveraging the tangible services we offer.
It is not uncommon for our advisors to coordinate and facilitate meetings with other client advisors such as trust attorneys and CPA’s for the benefit of our clients. We believe that the “Alpha” we can bring to our client relationships lies mostly in our ability to help identify problems that many of our clients didn't know they had and address them. Our senior advisors are leaders in the industry and sought after speakers for seminars, media appearances and industry events. WCG and its clients are part of a long tradition of excellence where we maintain offices as many of our advisors have been entrenched in their communities for decades.
- Local presence, national resources: offices located throughout the western United States.
- In-house Advanced Planning Team with estate planning specialists and financial planners.
- Investment Strategy Committee - a team of our most experienced financial advisors with extensive investment experience.
- Alliance with LPL Financial, the nation’s largest independent broker/dealer.*
*As reported by Financial Planning magazine, June 1996–2015, based on total revenue.