Skip to main content
The Wealth Consulting Group
menu
  • Home
  • About
    • Why WCG
    • Meet Our Team
    • Our Values
    • Disclosures
  • Our Services
    • Private Client Group
      • Investment Management
      • Our Process
      • Insurance/Risk Management
    • Business Services
      • Executive Benefits
      • Corporate Retirement Plans
    • Resources
  • Sustainable Investing
  • Media and Education
    • Recommended Reading
    • Weekly Market Commentary
  • Account Access
    • LPL Account View
    • WCG Personal CFO
  • Contact
  • Schedule Appointment

Media and Education

Michele Brigman-Pemberton | Apr 4, 2024

It’s Not Too Late to Become Financially Literate

Financial Planning
Education

Financial literacy is crucial to a solid financial future and an enjoyable retirement. No matter your age, when you understand how to manage your money and

Read More
Michele Brigman-Pemberton | Apr 4, 2024

Social Security Simplified: Common Questions and Answers

Social Security

Most American workers who earn wage income and pay Social Security taxes via withholding receive Social Security benefits at some point in retirement. While the

Read More
Alisa Foster | Apr 1, 2024

Understanding the Social Security Fairness Act

Weekly Market Commentary

Social Security is constantly evolving in an effort to better support Americans. Most of those changes tend to be gradual, such as the usual cost-of-living

Read More
Michele Brigman-Pemberton | Mar 6, 2024

Why Your Credit Score Matters in Retirement

Retirement
Credit Education Month

Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement. A consistently strong credit

Read More
Michele Brigman-Pemberton | Mar 6, 2024

The Great Wealth Transfer: Women, Are You Ready?

Women
Financial Planning
Generational Wealth

A great wealth transfer is coming as the Baby Boomer generation moves on, and women are likely to be the largest beneficiaries of passed-down wealth. Women are

Read More
Michele Brigman-Pemberton | Jan 31, 2024

You want to start a business? Now what?

Entrepreneurship
Small Business

Starting a new business is no small feat. It involves several of steps, from the early planning stages to filling out the necessary legal documents. Here are 10

Read More
Michele Brigman-Pemberton | Jan 31, 2024

You’re About to Retire: Here are 7 Tips to Stay Independent

Senior Independence Month
Retirement
Independence is important in retirement. The more independent retirees are, the more fulfilling their retirement is likely to be. However, living independently
Read More
Michele Brigman-Pemberton | Jan 31, 2024

2023 2024 Tax Season at a Glance

Taxes

To ease some of the burden of tax season, we've created this guide that contains all the information you need to address your tax season questions.

Click to

Read More
Michele Brigman-Pemberton | Jan 3, 2024

A Path to Setting and Reaching Your 2023 Goals

Financial Goals
Financial Planning

 What if you focused on your system instead of just your goals?

Setting goals for a new year can feel overwhelming. We all know that resolutions don’t last

Read More
Michele Brigman-Pemberton | Jan 3, 2024

Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

Tax Planning

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need

Read More
Michele Brigman-Pemberton | Dec 26, 2023

2023 2024 Quick View Tax Guide

Taxes

Use our 2023 2024 Quick View Tax Guide to prepare for tax season.

 

Download Tax Guide Here

Read More
Michele Brigman-Pemberton | Dec 14, 2023

LPL Financial Research Outlook 2024: A Turning Point

Outlook

LPL Research’s Outlook 2024: A Turning Point provides insight and analysis into next year’s opportunities, challenges, and potential surprises. We understand

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Current page 6
  • Page 7
  • Page 8
  • Page 9
  • Page 10
  • Next page Next ›
  • Last page Last »

Schedule an Appointment

Office

70-177 Highway 111
Suite 201
Rancho Mirage CA 92270

Contact Info

760-904-5109
inform@wealthcg.com

     

Send Us A Message!

The financial consultants at The Wealth Consulting Group are registered representatives with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered though WCG Wealth Advisors, LLC (WCG), a registered investment advisor. WCG and The Wealth Consulting Group are separate entities from LPL Financial.

WCG employs (or contract with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Wealth Consulting Group Form CRS

LPL Financial Form CRS

 

 

© 2025 The Wealth Consulting Group All rights reserved.