Invest by Design, Not by Default.
WCG is a boutique wealth management firm offering individuals and companies Sustainable Investing solutions, Personal CFO services, and a powerful combination of industry well-regarded expertise, talent and national resources.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where we come in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that fit your needs, with a specialty in Personal CFO Services and Sustainable Investing.
At The Wealth Consulting Group, the blend of individualized care and extensive national resources creates an unparalleled wealth management experience. Our commitment goes beyond conventional services; we prioritize understanding your unique situation, dreams, and risk tolerance. Long-term relationships built on open communication are the bedrock of our success.
Ready to experience wealth management crafted just for you? Connect with us below to request a complimentary consultation or portfolio analysis. Discover why we're the right fit for your financial journey and take the first step toward reaching your financial goals. We're excited to hear from you and are here to provide prompt, thoughtful answers
We Become Your Personal CFO
Just as a business employs a CFO to coordinate the many aspects of an organization’s finances, We specialize in developing coordinated strategies and customized, tax-efficient strategies for individuals and families.
Investments aligned with your values, where making money meets making a difference.
The Importance of Shareholder Advocacy
A conscious allocation of capital can change the world. Let us show you how.