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Join WCG

To learn more, review the elements of our platform using the menu on the left.  If you have questions or would like more information, complete the form below to schedule a confidential conversation.

Embrace Your Independence or Ours

The WCG experience empowers you with our culture, tools and support to create a successful independent investment advisory and wealth management firm while maintaining 100% ownership in your business.

Adopt the WCG brand or incorporate it with your DBA while leveraging our programs, processes and systems to take your firm to new heights.

What We Believe

It’s All About You

We get to know you, your values and your firm to customize all that WCG has to offer to ensure you stay competitive and grow your business.

Our goal is to deliver the tools and support you need to achieve financial success while giving back the time you need to focus on what matters most.

And Our Community

Our Community is Our Culture, with a diverse group of successful advisors and staff dedicated to sharing and providing solutions you need.

Interact with your peers through a variety of face-to-face, web and audio conference opportunities designed to build on a strong sense of community and share best practices or collaborate with our thought leadership committees on a vast array of topics.

Why Join The Wealth Consulting Group?

We understand that you have many options for affiliation and business partners to choose from.  We believe that for the right advisor, the benefits of the WCG experience will lead to exponential growth and  a greater value for your business.

Our Mission Is:

To serve as our client’s Personal CFO and most trusted advisor.

Our Vision is:

To become the leading provider of COMPREHENSIVE wealth management in the United States.

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What WCG Advisors Are Saying

  • Alissa Todd

    Personal CFO,
    Wealth Advisor

     

  • Marci Bair

    Personal CFO,
    Wealth Advisor,
    Bair Financial Planning

     

  • Michael Woitkoski

    Personal CFO,
    Wealth Advisor

     

  • Victor-Orozco

    Managing Partner,
    Director of Operations,
    Bair Financial Planning

     

     

 

Schedule a Confidential Conversation with WCG

Get to know us

Phone: 1-800-346-4063

Email: info@wealthcg.com

 

 

Get Directions

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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