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The term “wealth management” is used to define the services provided by advisors in an array of financial services organizations, including brokerage firms, banks, insurance companies and private money management firms. In many cases, these firms concentrate exclusively on the investment management aspect of wealth planning, and operate within transaction-based sales models.
How We Make a Difference for You
At WCG, we believe that wealth management is a comprehensive and ongoing process focused on protecting and managing all aspects of an affluent family's wealth. Planning forms the core of the process that places your interests first and considers important tax, risk management, asset management, estate and philanthropic goals in every decision made and action taken. If you are the owner of a privately-held business, our process also includes careful analysis to determine the effect business ownership can have on your personal assets.
Personal CFO services
As your Personal CFO, your WCG wealth advisor serves as a dedicated resource for assembling and integrating your team of consultants, who form a comprehensive and cohesive unit for managing your wealth. Over the course of two decades, we have built strong relationships with professionals we believe to be among the industry’s best and brightest, including: institutional investment managers, tax advisors, trust officers, insurance providers, accountants, and banking professionals. These professionals complement our talented team and bring best-in-class services to each client engagement.
Watch our video to learn more about our approach
to comprehensive wealth management.