The Wealth Consulting Group (WCG) is an independent wealth management firm that provides a full suite of financial services. Founded in 1995, the company operates on a client-centric model, offering personalized strategies for financial planning, investment management, retirement planning, and estate planning. WCG advisors are supported by LPL Financial for brokerage, clearing, and custodial services, but they operate as an independent Registered Investment Adviser (RIA), which upholds a fiduciary standard to act in their clients' best interests. Their mission is to provide objective financial leadership and guidance to help clients achieve their financial goals.

Founded in

United States