The Wealth Consulting Group

Since 1995, WCG has served the diverse financial and wealth planning needs of accomplished individuals, families and businesses seeking unbiased advice and sophisticated financial strategies. Our mission is to be the most valuable resource for our clients in helping to pursue their financial objectives. WCG advisors draw upon the broad expertise and talent within our firm and across our alliance partners, to address complex financial challenges that accompany affluence. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. Find out what makes us different and how that can make all the difference for you, your family, or business.