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It’s all about the experience:
yours and ours

WCG is a boutique wealth management firm offering high-net-worth individuals and companies access to a powerful combination of industry-leading service, talent and national resources.

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Your Personal CFO

We collaborate with professionals across multiple financial disciplines to develop, coordinate and implement sophisticated strategies customized to your needs.

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A culture of excellence,
trust, and transparency

WCG offers accomplished individuals, families, and companies an unparalleled wealth management experience emphasizing confidentiality, transparency and concierge-level service.

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High Impact Portfolios

Where making money meets making a difference.

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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.

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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.

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Watch our video to learn more about our approach
to comprehensive wealth management.

 

WCG in the news

  • Yahoo! Finance
    October 16, 2020

    Jimmy Lee discusses the uptick in September's retail sales numbers and his economic outlook ahead of the election.

     

  • Yahoo! Finance
    October 02, 2020

    Jimmy 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.

     

  • Yahoo! Finance
    September 24, 2020

    Jimmy Lee discusses what triggered the most recent market pullback, Big Tech, and the impact another nationwide shutdown would have on the economy.

     

  • TD Ameritrade Network
    September 22, 2020

    Jimmy Lee shares his positive overall market outlook, his expectations for the remainder of 2020, and weighs in on the recent market sell-off.

     

  • Yahoo! Finance
    September 2, 2020

    Jimmy Lee returns to On The Move to discuss the technology sector and the potential impact of a Biden presidency on the economy.

     

  • Cheddar
    August 21, 2020

    Jimmy Lee weighs in on the economic impact of a Biden presidency and recent record highs in the S&P 500 and the Nasdaq.

     

  • Yahoo! Finance
    August 6, 2020

    Jimmy Lee examines potential buying opportunities and shares an optimistic outlook amid pandemic-and election-fueled volatility.

     

  • Yahoo! Finance
    July 21, 2020

    Jimmy Lee returns to The Ticker to weigh in on a potential second relief bill and the opportunity he sees in the financial sector.

     

  • TD Ameritrade Network
    July 10, 2020

    Jimmy Lee discusses his overall optimism about the road ahead despite a turbulent week for the markets.

     

  • Yahoo! Finance
    June 26, 2020

    Jimmy Lee discusses his overall optimism about the road ahead despite a turbulent week for the markets.

     

  • Yahoo! Finance
    June 15, 2020

    Jimmy Lee joins On the Move to discuss the recent market pull back after a surge in coronavirus cases and the state of the economy.

     

  • Yahoo! Finance
    June 1, 2020

    Jimmy Lee returned to The Ticker, sharing his optimistic long-term outlook as nationwide unrest continues and all 50 states reopen.

     

  • Yahoo! Finance
    May 18, 2020

    Jimmy Lee joins Seana Smith on The Ticker to contextualize a market soaring on optimistic news from vaccine researchers.

     

  • TD Ameritrade Network
    April 14, 2020

    Jimmy Lee spoke on The Ticker about the market’s reaction to earnings season in the midst of a pandemic, and the outlook for recovery.

     

  • TD Ameritrade Network
    April 2, 2020

    Jimmy 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.

     

  • CNBC Power Lunch
    March 17, 2020

    Jimmy Lee urges investors to take to heart the lessons of the 2008 financial crisis during the pandemic market crash.

     

  • Yahoo! Finance
    March 9, 2020

    Jimmy Lee returns to Yahoo! Finance to share his perspective on the market’s sudden volatility amidst the coronavirus pandemic.

     

  • Yahoo! Finance
    February 27, 2020

    Jimmy Lee urges a calm response to the week’s historic market drop.

     

  • CNBC Power Lunch
    January 30, 2020

    Jimmy Lee urges investors against panic amid reports of the coronavirus impact.

     

  • Yahoo! Finance
    January 8, 2020

    Jimmy Lee joins Yahoo! Finance “On the Move” to analyze the effects of the Iranian missile crisis on global markets.

     

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Everyone has a risk number.

What’s yours?

Riskalyze

Our Services

There are many financial products in the market, and so choosing the ones that best address an individual client’s needs can be complicated.

 

Wealth Planning

Our team of experienced advisors employ a comprehensive planning process built on a foundation of ongoing contact and open communication—including regularly scheduled reviews.

 

Investment Management

At WCG, our approach to prudent asset management combines a high level of personal attention with access to an industry-wide universe of financial products and services, including model portfolios, exchange-traded funds (ETFs) and alternative investments..

 

Insurance/Risk Management

Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of wealth planning.

 

Executive Benefits

In today’s competitive business environment, it’s critical to provide nonqualified benefits for the key people within your organization who you count on to provide the leadership and innovation that drives your company’s success.

 

Employee Benefits

One of the single greatest capital expenditures most companies face is benefits. With health insurance consuming an ever-larger portion of overhead, fiscally responsible employers are concerned with cost containment.

 

Corporate Retirement Plans

At WCG, our advisors are skilled in helping analyze your company retirement plan to help ensure the dollars are invested wisely and your employees value this important benefit. We consult on 401(k), profit sharing, defined benefit, or a combination of several plans.

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Our Insights

Learn more about the financial industry.

ISC Model Update - Q2

ISC Model Updates Q2:

Equities continued their rally off the March 23rd low on the back of further easing from both monetary and fiscal authorities the world over as well as optimism around economies beginning to reopen. 

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Market Commentary

January 19, 2021

The Markets

Investors were rocked by economic data showing the economy hit the brakes hard in December.

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Schedule a Confidential Conversation with WCG

Get to know us

Phone: 1-800-346-4063

Email: info@wealthcg.com

 

 

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8925 West Post Road
Las Vegas, NV
89148 United States

Quick Message

The financial consultants at The Wealth Consulting Group are registered representatives with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC (WCG), a registered investment advisor. WCG and The Wealth Consulting Group are separate entities from LPL Financial.

WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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