WCG Difference
Why hire an advisor with The Wealth Consulting Group?
- We listen. Our advisors ask many great questions and listen. Our approach is to help our clients understand what is truly important to them about their money and bring clarity to their financial goals. We have been told many times by new clients that their former advisors spoke more than they listened. Our goal is to truly understand who you are, how you would like to interact, and deliver our communication in a manner that is most effective.
- A comprehensive approach to help grow and preserve wealth. After hundreds of years of combined experience of our advisors working with investors, we realize that many clients are underserved when it comes to the planning and the accomplishment of their life goals. Since financial advisors are compensated via fees and commissions to manage or broker investments, this is where the gap can be created between advisors and the service they provide. Our mission is to serve as our clients Personal CFO so that we can focus not only on their investments but also the myriad of other financial issues that accompany wealth. The value we can provide starts with financial planning and evolves to acting as a catalyst to helping identify and solve your personal financial complexities. Acting as our clients Personal CFO, we believe that our advisors can provide much more value at the same cost as other advisors who mainly focus on investing strategies.
- World class service. Using a combination of old fashioned great customer service and the latest in technology, we provide a service experience that our clients deserve and demand. We can provide traditional face-to-face experiences to utilizing online video conferencing to enhance the ease of communicating with our advisors. We also provide state of the art online tools to keep you abreast of all your accounts, performance, and financial education at the tip of your fingertips from your desktop or mobile devices. We are always thinking of new ways to enhance our client experience and welcome feedback to help us improve.
Personal CFO services
As your Personal CFO, your WCG wealth advisor serves as a dedicated resource for assembling and integrating your team of consultants, who form a comprehensive and cohesive unit for managing your wealth. Over the course of two decades, we have built strong relationships with professionals we believe to be among the industry’s best and brightest, including: institutional investment managers, tax advisors, trust officers, insurance providers, accountants, and banking professionals. These professionals complement our talented team and bring best-in-class services to each client engagement.
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to comprehensive wealth management.
Sustainable & Responsible Investing With High Impact Portfolios (HIP)
WCG strives to be a leader in Sustainable and Responsible Investing. A growing number of our investors seek to align their investments with their personal values. At WCG, we help clients set and implement clear goals aligned with their needs, objectives, and values. Our High Impact Portfolios (HIP) invest in companies and funds that are committed to sustainable business practices. There is a growing base of evidence that suggests companies that are environmentally sustainable, socially responsible, and have positive screens for corporate governance and diversity in executive leadership outperform funds that do not share this focus. These companies construct long-term business plans built around sustainability, because they intend to be around in 100 years. We at WCG are aligned with these values, and plan to be around in 100+ years, serving you and your family for generations to come.
