Who We Are

At Wealth Consulting Group, we believe that wealth management is a comprehensive and ongoing process focused on seeking to protect and manage all aspects of a family's wealth. Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Planning forms the core of the process that places your interests first.

Learn more

Our Mission

Make a Difference by Building Relationships of Trust Through Education and Sound Advice.

Find out what we believe makes us different and how that can make all the difference for you, your family, or business.

Find Out Now

How We Can Help You

WCG in the News

Financial Advisor Magazine ranks The Wealth Consulting Group as the #5 fastest growing RIA in the United States

The Wealth Consulting Group as Winner of Investment News 2018 Excellence in Diversity & Inclusion Awards

The Wealth Consulting Group is featured in Citywire’s Future 50 for ‘Best in Diversity