It’s all about the experience:
yours and ours
Your Personal CFO
A culture of excellence,
trust, and transparency
High Impact Portfolios
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.
It’s all about the experience:
yours and ours
A culture of excellence,
trust, and transparency
High Impact Portfolios
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 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.
-
Yahoo Finance
February 1, 2019Jimmy Lee looks ahead to 2019 after a blowout January in the stock market..
-
TD Ameritrade Network
January 17, 2019Jimmy Lee talks about growth expectations and risk tolerance for 2019.
-
TD Ameritrade Network
January 11, 2019Mark Senseman discusses defensive investing strategies ahead of the apparent volatility of 2019.
-
Yahoo Finance
December 31, 2018Jimmy Lee examines opportunity sectors in 2019’s down market and sounds a note of caution about the energy sector.
-
Yahoo Finance
December 10, 2018Jimmy Lee discusses the roller-coaster market and his outlook for EOY 2018 and beyond.
-
Yahoo Finance
November 21, 2018Jimmy Lee discusses the bounce back from the Thanksgiving week sell-off.
-
CNBC
November 9, 2018Jimmy Lee encourages investors to see recent corrections as buying opportunities if the fundamentals of the economy are still sound.
-
TD Ameritrade Network
August 2nd, 2018Mark Senseman puts earnings and tech sector performance into market perspective.
-
CNBC
July 31st, 2018Jimmy Lee discusses the possibility of market rotation, the state of the economy and FAANG turbulence.
-
CNBC
July 10th, 2018Jimmy Lee discusses the tech sector’s market dominance and the value of diversifying assets.
-
TDA Network
June 6th, 2018Jimmy Lee talks about the positioning of growth vs. value sectors as 2018 continues and interest rates and volatility factor into market movements.
-
Fox Business
April 13th, 2018Jimmy Lee encourages investors to focus on the long term, keep a careful eye on bonds, and prepare for a rising rate environment.
-
TDA Network,
April 5th, 2018Jimmy Lee puts trade war fears and market volatility into context, urging investors to take the long view.
-
Fox Business
February 19, 2018Jimmy Lee shares his sector recommendations for a ‘Presidents Day portfolio.’
-
Fox Business
November 17, 2017Jimmy Lee discusses how much the market has room to run and the effect of tax reform legislation.
-
The Intelligence Report
August 7, 2017Jimmy Lee discusses market signals pointing to a cautious outlook.
-
Nightly Business News
June 14, 2017Jimmy Lee says there is still room for fundamental research and hand-picked stocks in a market crowded with machines.
-
Nightly Business News
April 28, 2017Jimmy Lee said The Wealth Consulting Group closely monitors the geopolitical instability in North Korea and France, but has not done anything different with their clients’ money. He spoke about the disparity between the rising stock market and the sluggish Q1 GDP.
