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The Wealth Consulting Group Team

Des Moines Team

Investment Strategy Committee

The Investment Strategy Committee (ISC) is comprised of some of the firm’s most senior investment professionals, outside advisors, and other team members. The ISC provides model portfolios for advisors of the firm to use with their clients. The model portfolios are comprised of a core of strategically allocated asset classes the ISC created with the goal to help minimize risk while maximizing return potential surrounded by satellite positions to enhance alpha.

The ISC uses technical analysis tools to manage tactical models that are designed with the goal of hedging downside risk.  Please consult with your WCG Wealth Advisor to determine what is appropriate for your investment goals.

Investing involves risk, including the potential loss of principal. No strategy assures success or protects against loss.

Advanced Planning Team

Gabriel Adams

Gabriel Adams, CFP®

Manager, Financial Planning

Amber Kodad

Amber Kodad, MBA, CFP®

Director, Advisor Resource Center/Financial Planning

Raymond  Bell

Raymond Bell

Advanced Insurance Consultant

Brian  Foley

Brian Foley, CFP®

Trading & Research Assistant

The Wealth Consulting Group offers access to a professional team of highly trained professionals who are organized strategically to address problems and create strategies in advanced areas of wealth management and corporate finance. Your advisor can quickly engage a team of professionals who bring the skill and experience you require across multiple financial disciplines, including:

  • Advanced estate planning
  • Money management
  • Charitable planning
  • Multi-generational family planning
  • Business succession planning
  • Executive/employee benefits
  • Retirement planning

Ask your advisor how our Advanced Planning Team can help you pursue your financial goals.

Legal services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified legal advisor.

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