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We believe that proactive and open communication between your financial, tax and legal advisors is critical to helping you pursue your financial goals. We’re happy to work with your attorney, tax advisor or other professionals to coordinate your strategies. For your convenience, we can also provide you with referrals to the trusted outside professionals we work with on a regular basis.
Our broad network of professional partners spans multiple disciplines—including accounting, legal, mortgage, banking, property and casualty insurance, and elder care/senior living services—to provide you with access to the advice and guidance you require throughout the financial decision-making process.
Our philosophy is simple. Create best in class services to provide a comprehensive, seamless, and proactive approach to comprehensive wealth management. If we can’t create a particular best in class service in-house, we will outsource to the appropriate providers available who share our values.
Tax and legal services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors.
About LPL Financial
Our independence is powered by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides access to a comprehensive array of tools and resources for independent financial advisors, enabling us to provide objective financial guidance to our clients. LPL has no proprietary products.
Watch our short video to learn more about the support and resources that LPL Financial brings to our firm and our clients.
Learn more about the support and resources that LPL Financial brings to our firm and our clients.
*As reported by Financial Planning magazine, June 1996–2015, based on total revenue.