The Wealth Consulting Group (WCG) is an independently owned/operated wealth management and financial services company. WCG is an affiliate of Strategic Wealth Associates (SW) with offices conveniently located throughout the Southwest serving clients nationally. Our company has a long tradition of excellence tracing back many decades in the markets we are located including Arizona, California, Nevada, New Mexico and Texas.

WCG has always held onto the idea of a single establishment where affluent individuals/businesses can obtain unbiased and innovative advice from a team of advisors who is among the brightest, best trained, and best supported in the industry. Our senior advisors are leaders in the industry and sought as speakers for seminars, the media and industry events.

Highlights

• Offices located throughout the Western United States.
• In-house advanced planning team with attorneys and financial planners on staff to assist our advisors with their clients and their counsel.*
• Investment Strategy Committee - A team of our most experienced financial advisors with extensive investment experience.
• Affiliated with New England Financial, a MetLife Company, one of the Fortune 100 companies.

Wealth Management

Wealth management is a term used by divisions of stock brokerage houses, banks, money managers and other advisory firms associated with independent broker/dealers. In many cases, those firms concentrate on the money management aspect of wealth management and nothing else. To us, wealth management is a consolidated process of managing an affluent family's wealth from all aspects of planning such as tax, legal, risk management, asset management, estate analysis and philanthropic planning. This also includes analyzing the ownership of any businesses and the effect it can have on the entrepreneur`s personal assets.