^{For Advisors}Work In Your Genius.
We'll Handle The Rest.

You didn't get into this business to manage infrastructure.

A System, Built To Be Used

Most firms give you tools and hope you use them. We build the workflow so the right thing happens by default, which means your day fills up with:

High-impact client conversations
Advanced planning collaboration
Business development and relationship growth
Mentoring the next generation of your team

Higher productivity comes from engineered workflow. Better time blocking was never going to get you there.

^{THE PLATFORM}What Sits Behind You

A CIO-led investment committee, proprietary model portfolios including ESG strategies, a broad product shelf and research capability built for advisors serving complex households. The philosophy centers on capital preservation and sustainable growth, delivered through workflows that make disciplined, repeatable portfolio management realistic at scale.
A dedicated financial planning team that supports advisors across household complexity tiers, plus retirement advisory resources that absorb the low-margin, high-complexity work that eats your week.
ARC is where the advanced planning happens: tax coordination, estate design and complex wealth structuring, supported by leading planning technology. It's also the foundation for the expanded multi-family office capability we're building toward. You will never have to become an estate expert or a tax expert. You just have to know when to bring in the people who are.
Trading, operations, service and back-office infrastructure, with an advisor desktop built on industry-leading technology and our own integrations layered on top. You get institutional operational depth inside an experience shaped around how WCG works.

There’s an abundance of resources available for the advisors to utilize for their clients, which has been very helpful in securing new clients and offering resources to my clients.

Tony B.

^{This endorsement reflects the personal views of Tony B., Personal CFO, as of 09/22/2026. Tony received no compensation, direct or indirect, for this endorsement. As an Investment Advisor Representative of The Wealth Consulting Group, however, Tony's compensation and continued employment create an incentive to describe the firm favorably, which is a material conflict of interest. This reflects one advisor's personal experience and may not represent the experience of other advisors or clients of the firm.}

WCG gives us access to resources that would be very hard to replicate on our own. We’ve expanded our capabilities and the services we offer clients, and that support has helped us grow to the point where we can participate in the partner program.

Jordan H.

^{This endorsement reflects the personal views of Jordan H., Wealth Advisor, as of 09/15/2026. Jordan received no compensation, direct or indirect, for this endorsement. As an Investment Advisor Representative of Gen 4 Wealth Advisors, however, Jordan's compensation and continued employment create an incentive to describe the firm favorably, which is a material conflict of interest. This reflects one advisor's personal experience and may not represent the experience of other advisors or clients of the firm.}

What I really like about WCG is that we can pick up the phone and talk to anyone—from the CEO to the financial planning and investment teams. Everyone is willing to help, answer questions, and share their knowledge so we can better serve our clients.

Michael M.

^{This endorsement reflects the personal views of Michael M., President, Peabody Wealth Advisors, as of 09/23/2026. Michael received no compensation, direct or indirect, for this endorsement. As an Investment Advisor Representative of Peabody Wealth Advisors, however, Michael's compensation and continued employment create an incentive to describe the firm favorably, which is a material conflict of interest. This reflects one advisor's personal experience and may not represent the experience of other advisors or clients of the firm.}

Bring Your Hardest Case.

Walk us through the household that's been sitting on your desk, the one with the trust problem or the concentrated position or the business owner who won't make a decision. We'll show you exactly how ARC and the planning team would work it. That tells you far more about this platform than any website ever could.

Start A Confidential Conversation

For AdvisorsWork In Your Genius.We'll Handle The Rest.