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

Who We Are

At Wealth Consulting Group, we believe that wealth management is a comprehensive and ongoing process focused on protecting and managing 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. 

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Our Process

We create strategies that are tailored to your needs and goals.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. 

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Our Resources

We have a wealth of resources if you need information about retirement or estate strategies.

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Do you know where making money meets making a difference?

Many of our clients seek to align their investments with their personal values.  Our High Impact Portfolios invest in companies and funds that are committed to sustainable business practices.  We help clients set and implement clear goals aligned with their needs, values, and objectives.  We strive to be a leader in sustainable and responsible investing.  Ask us about our Environmental, Social and Governance Focus (ESG) investing.

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How We Make a Difference for You…

The term “wealth management” is used to define the services provided by advisors in an array of financial services organizations, including brokerage firms, banks, insurance companies and private money management firms. In many cases, these firms concentrate exclusively on the investment management aspect of wealth planning.

As your Personal CFO, we serve as a dedicated resource for assembling and integrating your team of consultants, who form a knowledgeable unit for managing your wealth. Our professionals complement our talented team and bring time-tested services to each client engagement.

This creates long-term relationships that encourage open and honest communication and have been the cornerstone of our foundation of success.