The Wealth Consulting Group
Michele Pemberton is a Managing Partner and Wealth Advisor at The Wealth Consulting Group in Rancho Mirage, California, since November 2017. With a mission to educate, enlighten, and empower clients, Michele specializes in creating and implementing client-centered financial plans, offering services such as investment management, comprehensive financial planning, pre-retirement and post-retirement planning, tax-efficient investing, and portfolio consolidation. Prior to this role, Michele served as a Financial Advisor and Managing Partner at Praxis Wealth Management from June 2010 to November 2017 and as a Financial Advisor at Morgan Stanley Smith Barney from May 2003 to June 2010. Michele holds a Bachelor's degree in Business/Finance from the University of Phoenix.
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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 .