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WCG as Winner of Investment News 2018 Excellence in Diversity & Inclusion Awards
We are glad Investment News has highlighted the value and vital need for diversity in the advice industry with its 2018 Diversity & Inclusion Awards, and we are honored to be recognized as an Outstanding Practice.
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 objective advice and sophisticated financial strategies.
Our mission is to serve as our client's Personal CFO and most trusted advisor. 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.
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Yahoo! Finance
June 11, 2021Jimmy Lee encourages investors to view inflation numbers in the context of the recovering U.S. economy and ongoing fiscal and monetary policy.
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Bloomberg Radio
June 8, 2021Jimmy Lee discusses the “laddering” of the globaleconomic recovery from COVID-19, and the potentialheadwinds of supply shock and rising Treasurys.
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TD Ameritrade Network
June 4, 2021Jimmy Lee discusses how to effectively perform proper due diligence and research before allocating capital.
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Yahoo! Finance
April 22, 2021Jimmy Lee discusses opportunities in growth stocks, the importance of diverse portfolios, and the headwinds of a labor market still depending on unemployment benefits.
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Bloomberg TV
April 18, 2021Jimmy Lee talks to hosts Sherry Ahn and Haidi Stroud-Watts about the pickup in U.S. economic activity, the outlook for the stock market, and Federal Reserve monetary policy as inflationary pressures rise.
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Yahoo! Finance
January 26, 2021Jimmy Lee sees changes for the tech sector and a positive year ahead for stocks in his return to Yahoo! Finance Live.
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Yahoo! Finance
December 24, 2020Jimmy Lee looks ahead to the new year and urges investors to resist panic, stay diversified, and believe in the American consumer’s role in the eventual recovery of the U.S. economy.
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Yahoo! Finance
December 15, 2020Jimmy Lee looked ahead to 2021, expressing a bullish sentiment on equities on a day in which stocks reversed a 4-day decline.
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TD Ameritrade Network
November 13, 2020Jimmy Lee spoke about the problems that arise when investors form emotional attachment to concentrated stock positions, and how to address them.
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Yahoo! Finance
October 16, 2020Jimmy Lee discusses the uptick in September's retail sales numbers and his economic outlook ahead of the election.
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Yahoo! Finance
October 02, 2020Jimmy Lee returns to “On the Move” to share his thoughts on permanent job loss numbers and the impact of President Trump’s COVID diagnosis on the market.
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Yahoo! Finance
September 24, 2020Jimmy Lee discusses what triggered the most recent market pullback, Big Tech, and the impact another nationwide shutdown would have on the economy.
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TD Ameritrade Network
September 22, 2020Jimmy Lee shares his positive overall market outlook, his expectations for the remainder of 2020, and weighs in on the recent market sell-off.
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Yahoo! Finance
September 2, 2020Jimmy Lee returns to On The Move to discuss the technology sector and the potential impact of a Biden presidency on the economy.
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Cheddar
August 21, 2020Jimmy Lee weighs in on the economic impact of a Biden presidency and recent record highs in the S&P 500 and the Nasdaq.
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Yahoo! Finance
August 6, 2020Jimmy Lee examines potential buying opportunities and shares an optimistic outlook amid pandemic-and election-fueled volatility.
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Yahoo! Finance
July 21, 2020Jimmy Lee returns to The Ticker to weigh in on a potential second relief bill and the opportunity he sees in the financial sector.
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TD Ameritrade Network
July 10, 2020Jimmy Lee discusses his overall optimism about the road ahead despite a turbulent week for the markets.
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Yahoo! Finance
June 26, 2020Jimmy Lee discusses his overall optimism about the road ahead despite a turbulent week for the markets.
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Yahoo! Finance
June 15, 2020Jimmy Lee joins On the Move to discuss the recent market pull back after a surge in coronavirus cases and the state of the economy.
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Yahoo! Finance
June 1, 2020Jimmy Lee returned to The Ticker, sharing his optimistic long-term outlook as nationwide unrest continues and all 50 states reopen.
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Yahoo! Finance
May 18, 2020Jimmy Lee joins Seana Smith on The Ticker to contextualize a market soaring on optimistic news from vaccine researchers.
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TD Ameritrade Network
April 14, 2020Jimmy Lee spoke on The Ticker about the market’s reaction to earnings season in the midst of a pandemic, and the outlook for recovery.
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TD Ameritrade Network
April 2, 2020Jimmy Lee speaks on Market on Close about the difference between the pandemic crisis and past bear markets, lessons that still apply to the current crisis, and what recovery might look like.
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CNBC Power Lunch
March 17, 2020Jimmy Lee urges investors to take to heart the lessons of the 2008 financial crisis during the pandemic market crash.
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Yahoo! Finance
March 9, 2020Jimmy Lee returns to Yahoo! Finance to share his perspective on the market’s sudden volatility amidst the coronavirus pandemic.
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Yahoo! Finance
February 27, 2020Jimmy Lee urges a calm response to the week’s historic market drop.
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CNBC Power Lunch
January 30, 2020Jimmy Lee urges investors against panic amid reports of the coronavirus impact.
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Yahoo! Finance
January 8, 2020Jimmy Lee joins Yahoo! Finance “On the Move” to analyze the effects of the Iranian missile crisis on global markets.
Our Insights
Learn more about the financial industry.
Investment Strategy Committee Model Update - 2020 Q4
ISC Model Updates Q4:
Equity markets ended the year with an exclamation mark closing at all-time highs and up double digits on the year for most major indices, a feat that seemed almost impossible in the darkest days of March.
Market Commentary
October 18, 2021
The Markets
Don’t get spooked!
Barron’s Big Money Poll is an exclusive survey of market sentiment among professional investors. Last week, Nicholas Jasinski reported on 2021’s findings:
