- About WCG
- Our Team
- Our Services
- Sustainable Investing
- Account Access
- 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.