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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
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.
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.
Market Commentary
September 14, 2020
The Markets
Last week, the Nasdaq Composite Index set another record.
So far, 2020 has been memorable for many reasons, not the least of which is the incredible speed at which some events have been occurring in financial markets. This year, we’ve experienced:
