Your Personal CFO
We collaborate with professionals across multiple financial disciplines to develop, coordinate and implement sophisticated strategies customized to your needs.
As an accomplished family or individual, you know that affluence not only opens doors to opportunity but ushers in greater complexity. The more wealth you accumulate, the more difficult it becomes to make clear, confident financial decisions that consider and weigh the impact across your personal, family, business and philanthropic assets and goals.
Our mission is to serve as our clients' Personal CFO and most trusted advisor.
Find out what we believe makes us different and how that can make all the difference for you, your family, or your business.
How We Can Help You
WCG in the News
WCG was recognized on the inaugural list of the Best Financial Advisory Firms of 2023, meticulously curated by USA TODAY in collaboration with the market research firm, Statista.
WCG was named one of America's Top RIAs by the Financial Advisor Magazine, also known as FA Mag, in 2023.