Our vision is to become the leading provider of COMPREHENSIVE wealth management in the United States.
Welcome to The Wealth Consulting Group (WCG). Since 1995, WCG has served the diverse financial and wealth planning needs of accomplished individuals, families, and businesses seeking advice and a long-term relationship. WCG advisors draw upon the broad expertise and talent within our firm and our strategic partners to develop strategies for the complex financial challenges accompanying affluence. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives.
Our mission is to serve as our client’s Personal CFO and most trusted advisor.
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 believe that the financial services industry, including financial planning, investment management, and insurance brokerage, has become largely commoditized. Because of this belief, we compete on a field where few of our competitors are playing. Our advisor teams serve as personal CFO’s for many of their clients, assisting them with the myriad of details needed to address a comprehensive wealth management plan. It is not uncommon for our advisors to coordinate and facilitate meetings with other client advisors such as trust attorneys and CPAs for the benefit of our clients. We believe that the “alpha” we can bring to our client relationships lies primarily in our ability to help identify problems that many of our clients didn't know they had and address them.
We like to say that our clients do not pay us more than their existing financial planners, investment advisors, and insurance agents but gain so much more in value by leveraging the tangible services we offer. We offer a personalized financial website for our clients that helps to organize and serve as a command center to make better decisions for their financial lives.
Who is The Wealth Consulting Group?
Headquartered in Las Vegas, Nevada, WCG is an independent wealth management and financial services company with offices and clients throughout the United States. The firm began in 1995 as a sole proprietorship owned and operated by one of WCG’s principals. His vision was to become a single source for affluent individuals and businesses to work with a team of experienced advisors who number among the industry’s most highly trained and best supported.
Today, WCG is a comprehensive wealth management firm with qualified advisor teams serving clients nationwide with advice and personalized strategies. Our experienced advisors are leaders in the industry and sought-after speakers for seminars, media appearances and industry events. WCG and its clients are part of a long tradition of excellence. We maintain a significant number of offices as many of our advisors have been entrenched in their communities for decades.
- 111 advisors located in 31 branch offices
- Over $4.7 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 03/31/2022