Advanced Planning Team
The Wealth Consulting Group offers access to a professional team of highly trained professionals who are organized strategically to address problems and create strategies in advanced areas of wealth management and corporate finance. Your advisor can quickly engage a team of professionals who bring the skill and experience you require across multiple financial disciplines, including:
- Advanced estate planning
- Money management
- Charitable planning
- Multi-generational family planning
- Business succession planning
- Executive/employee benefits
- Retirement planning
Ask your advisor how our Advanced Planning Team can help you pursue your financial goals.
Legal services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified legal advisor.
