Most people recognize the important role chief financial officers play within successful businesses. We believe the CFO role is just as critical to the successful management of an individual or family’s financial affairs.

- Jimmy Lee, CFS®
CEO and Founder, The Wealth Consulting Group

Your Personal CFO

At WCG, we believe that wealth management can only be achieved through a process-driven formula focused on protecting and managing all aspects of an affluent family’s wealth. Planning forms the core of the process that places client interests first and considers important tax, risk management, asset management, estate, and philanthropic goals in every decision made and every action taken. If you are the owner of a privately-held business, our process also includes careful analysis to determine the effect business ownership can have on your personal wealth.


Just as a business employs a CFO to coordinate the many aspects of its finances, WCG specializes in developing coordinated strategies and customized, tax-efficient solutions for affluent individuals. As your Personal CFO, we seek to bring the full spectrum of wealth management capabilities and resources necessary to address your complex financial needs. We collaborate with your other professional advisors to ensure seamless coordination of your financial strategies in a manner that places your interests first in these and other areas:


  • Financial Planning • Insurance Planning • Business Success Planning
  • Retirement Income Planning • Estate & Legacy Planning • Employee Benefits
  • Investment Management • Philanthropic/Charitable Giving • Corporate Retirement Plans
  • Education Planning • Trust Services
  • Tax Strategies • Executive Compensation & Benefits

*Tax services are not offered by The Wealth Consulting Group, WCG Wealth Advisors, LPL Financial or affiliated advisors.
**LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.


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