^{About Us}A national firm that still runs
like a boutique.

WCG was founded by an advisor who spent his whole career self-employed and built the firm he wished he'd had.

133

Financial Advisors

Offices Nationwide

Total Client Assets*
*As of July 31, 2026.

Roots Dating To

Built by an advisor who wanted a better option, and guided by the values that shape every relationship.

Learn More

Meet the people behind your plan: the leadership, planning and investment specialists who support your advisor and your family.

Learn More

Find the advisor who will take on your financial life with you.

Start A Conversation

Find out why advisors choose to build their practices here.

Why Advisors Join