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
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
Award based on recommendations from financial advisors, clients, industry colleagues in a questionnaire and growth of the assets under management over the short (one year) and long term (five years). There was no fee paid to be considered or placed on the final list for 2023 only a licensing fee. For a copy of the award methodology, please contact Compliance@wealthcg.com.
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Award rankings based on assets under management (“AUM”) as of December 31, 2022, of independent RIA firms surveyed. Only firms with AUM exceeding $500 million are included in the print edition of Financial Advisor magazine’s 2023 RIA survey. Firms with under $500 million are included in the expanded online RIA survey. There was no fee paid to be considered or placed on the final list for 2023 only a licensing fee.
Financial Advisor Magazine ranks The Wealth Consulting Group as the #5 fastest growing RIA in the United States
