The Wealth Consulting Group
Marlo Stil is an experienced financial professional currently serving as a Consultant at Marlo L. Stil since August 2019 and as Managing Partner at The Wealth Consulting Group since November 2014. With a mission to educate, enlighten, and empower clients, Marlo Stil specializes in creating and implementing client-centered financial plans, offering services that include investment management, comprehensive financial planning, and tax-efficient investing. Prior experience includes roles as a Financial Advisor at MetLife and V.P. Sales at OppenheimerFunds, along with leadership positions at MassMutual Financial Group. Marlo Stil's educational background includes various financial designations and degrees from notable institutions, enhancing expertise in the financial services industry.
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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 .