Our vision is to become the leading provider of COMPREHENSIVE wealth management in the United States.

Welcome to The Wealth Consulting Group (WCG), serving individuals, families, and businesses since 1995. Our advisors, drawing on extensive expertise and strategic partnerships, craft tailored financial strategies to address the complexities of affluence. As your Personal CFO, we assist in setting and implementing clear, values-aligned goals


Highlights

  • 129 advisors located in 40 branch offices
  • Over $7.6 billion of clients assets*
  • Our advisors are supported by our internal advisor resource team, including certified financial planners, investment strategy committee, insurance consultants, and estate/tax planning specialists.
  • Alliance with LPL Financial, the nation’s largest independent broker/dealer.* WCG works with LPL's private client group team. This team is another resource for our clients that are high and ultra-high net worth requiring sophisticated solutions for complex financial needs.

*as of 05/02/2024

What does an independent wealth consulting firm mean?

WCG is owned and operated by principals of the firm and not controlled by a bank, brokerage firm, or insurance company. Advisors with WCG who provide financial planning and investment advice act in a fiduciary investment capacity working for their client's best interest. We believe this structure sets the foundation to align our interests with our clients, removing many conflicts that may exist with other financial advisors.

 

What is a Personal CFO, and how can she/he help me?

We distinguish ourselves in the commoditized financial services industry by serving as personal CFOs, addressing comprehensive wealth management plans. Our advisors identify and address hidden problems for clients, collaborating with other advisors as needed. Clients gain significant value without paying more than existing financial professionals, leveraging our personalized financial website for informed decision-making

 

Who is The Wealth Consulting Group?

Based in Las Vegas, Nevada, WCG is an independent wealth management firm founded in 1995. From a sole proprietorship, it has evolved into a comprehensive wealth management company with qualified advisor teams serving clients nationwide. WCG is known for its experienced advisors, industry leadership, and community presence, maintaining offices across the United States