The Wealth Consulting Group Mission

Our Mission

Our mission is to become our clients' Personal CFO and most valued advisor. 

Our Purpose

Our purpose is to empower our clients to pursue what truly matters most. At The Wealth Consulting Group, we realize that money isn't everything. However, we also realize that a solid financial foundation is paramount to pursue dreams and passions. We take pride in helping our clients build their financial future through a profound wealth accumulation strategy, enabling them to pursue their dreams.

Our Vision

Our vision is to become the leading provider of COMPREHENSIVE wealth management in the United States.

Since 1995, WCG has served the diverse financial and wealth planning needs of accomplished individuals, families and businesses seeking advice and sophisticated financial strategies. WCG advisors draw upon the broad expertise and talent within our firm and across our alliance partners, to develop strategies for the complex financial challenges that accompany affluence. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives.

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

Meet the People Behind the Plan