- About WCG
- Our Team
- Our Services
- Sustainable Investing
- Account Access
- Join WCG
WCG offers specialized Personal CFO services to physicians and other medical professionals who have highly demanding careers. Through our Physician's Division, we take a comprehensive approach to helping you manage your financial life. You can then rest assured that your financial house is being appropriately managed, with all aspects coordinated on your behalf, and concentrate on what’s most important to you—your career, practice, family and other commitments.
Our experience working with doctors and other professionals within the medical community enables us to bring you deeper insight based on a thorough understanding of your profession and the unique pressures and challenges you face.
- Our goal is to help ensure that your finances are properly managed as we help lead you to the future you desire.
- We understand the time demands on physicians and our advisor teams can also be “on call” to meet with our doctors when their schedules permit vs. a rigid 9-5 schedule.
- We have also created technology solutions to communicate effectively even if it’s not face to face.
WCG Physician's Division clients are provided online access to our comprehensive wealth management system. Watch the short video below and contact our office or your advisor to learn more about the advantages of working with a team that truly understands and respects the unique challenges you face.