The Wealth Consulting Group
Megan Wilsey, CPA, CFP®, is a skilled financial planner with a diverse background in wealth management and tax services. Currently serving as a Financial Planner at The Wealth Consulting Group since November 2021, Megan previously held financial planning roles at Outsourced Planning, LLC, and Aldrich, where responsibilities included managing private client services. Megan's prior experience includes positions at PwC, where roles progressed from Tax Associate to Tax Manager over a six-year period. Education includes a B.S. in Business Administration with a focus on Accounting from Northeastern University, as well as participation in study abroad programs in Bali, Indonesia, and attending the London School of Economics for a Summer School Program in Marketing and Management.
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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 .