The Wealth Consulting Group
Darlene Shipe, CSRIC®, is an experienced wealth manager currently serving at The Wealth Consulting Group since July 2021 and as a partner at Edmond Wealth Management since June 2020. Shipe has a longstanding career in investment advisory, having held positions at several firms including LPL Financial, Householder Group Estate & Retirement Specialists, LLC, and Capital West Securities, Inc. Beginning in the investment advisory field in 1994 with Banc of America Investment Services, Darlene has developed a strong foundation in financial strategy and wealth planning. Education includes attendance at Rose State College and The American College of Financial Services.
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The Wealth Consulting Group
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 .