At WCG, we believe that wealth management is achieved through a process-driven approach focused on protecting and managing all aspects of your family's wealth. Our core strategy revolves around comprehensive planning, prioritizing your interests by integrating important tax, risk management, asset management, estate, and philanthropic goals in every decision and action.

For owners of privately held businesses, we conduct a thorough analysis to determine the effect business ownership has on your personal wealth. Just as a business employs a CFO to coordinate the many aspects of its finances, WCG specializes in developing coordinated strategies and customized, tax-efficient solutions for individuals.

As your Personal CFO, our mission is to bring a comprehensive range of wealth management services that utilize our resources and expertise to address your unique/intricate financial needs. We collaborate with your existing professional advisors to ensure seamless integration and alignment of your financial strategies. Our goal is to provide you with the expertise and resources needed to effectively manage and grow your wealth, with your best interest at the forefront of everything we do.

Our services focus on the following areas:
- Financial Planning
- Insurance Planning
- Business Success Planning
- Retirement Income Planning
- Estate & Legacy Planning
- Investment Management
- Philanthropic/Charitable Giving
- Education Planning
- Trust Services
- Tax Strategies

*Tax services are not offered by The Wealth Consulting Group, WCG Wealth Advisors, LPL Financial or affiliated advisors.

**LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial

See Disclosures