^InsightsThe Record of a Firm in Motion.

New advisors, new markets, acquisitions and the recognition that follows. Growth is easy to claim, so we put ours on the record and date it.

^{The Record}Latest from the Firm

The Wealth Consulting Group Surpasses $12 Billion in Assets Under Advisement

The Wealth Consulting Group Surpasses $12 Billion in Assets Under Advisement

August 20, 2026

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The Wealth Consulting Group Accelerates Next Phase of Growth Strategy with Addition of Jason Ehrlich as Chief Financial Officer and Head of Corporate Development

The Wealth Consulting Group Accelerates Next Phase of Growth Strategy with Addition of Jason Ehrlich as Chief Financial Officer and Head of Corporate Development

December 04, 2025

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The Wealth Consulting Group Commences Next Phase of Growth Strategy with Appointment of Industry Leader Andy Kalbaugh as President

The Wealth Consulting Group Commences Next Phase of Growth Strategy with Appointment of Industry Leader Andy Kalbaugh as President

June 18, 2025

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