A wealth advisory firm serving individuals, families and corporations.  Our vision is to be the best wealth management company in the minds of our clients and centers of influence.  Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives.

Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states that I am/we are registered to do business, please visit www.wealthcg.com .

Accounting

Investment Management

The Wealth Consulting Group

Jimmy Lee

Jim Worden

Michele Pemberton

Marlo Stil

Darlene Shipe

Steve Odendahl

Yessenia Flores

Jeremy Anderson

Csric™ Clinton E. Akerberg

Rosemary Richard

Rey M. Julian

The Financial and Investments Team at The Wealth Consulting Group focuses on comprehensive wealth management for individuals, families, and corporations. Their responsibilities include identifying clients' financial goals, formulating strategic investment plans, managing portfolios, and providing personalized financial advisory services. They act as Personal CFOs to ensure clients achieve their financial objectives and maintain a secure financial future.

Financial and Investments Team

Leadership Team

Marketing and Client Services

Financial and Investments Team

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Leadership Team

Marketing and Client Services