Jimmy Lee is the Founder and CEO of The Wealth Consulting Group (WCG), providing highly personalized wealth management supported by national resources. With more than three decades of experience, Jimmy serves his clients as a Personal CFO, bringing a coordinated, family-office approach to the complexities of significant wealth. This philosophy is foundational to WCG and its advisors, creating a distinctly personal and comprehensive approach to wealth management.
A Forbes/SHOOK Best-in-State Wealth Advisor, Jimmy is a nationally recognized thought leader on investing and financial markets, appearing regularly on CNBC, Fox Business, Bloomberg, BBC, BNN Bloomberg, and Schwab Network. He has also been featured in The Wall Street Journal, Barron’s, Forbes, and other leading financial media.
Jimmy’s purpose, “Making Life Better,” guides how he serves his clients, leads WCG, and positively impacts his loved ones and the communities he touches.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.