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  2. Our Team
  3. Advanced Planning Team

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.

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Our Team

  • Wealth Advisors & Personal CFO's
  • Investment Strategy Committee
  • Advanced Planning Team

Schedule a Confidential Conversation with WCG

Get to know us

Phone: 1-800-346-4063

Email: info@wealthcg.com

 

 

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8925 West Post Road
Las Vegas, NV
89148 United States

Quick Message

The financial consultants at The Wealth Consulting Group are registered representatives with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC (WCG), a registered investment advisor. WCG and The Wealth Consulting Group are separate entities from LPL Financial.

WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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