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

Michele Pemberton

Marlo Stil

Darlene Shipe

Steve Odendahl

Yessenia Flores

Jeremy Anderson

Csric™ Clinton E. Akerberg

Rosemary Richard

Rey M. Julian

The Leadership Team at The Wealth Consulting Group is responsible for setting strategic direction, ensuring regulatory compliance, driving business growth, and managing key operations. Comprising the Founder and CEO, Chief Compliance Officer, Chief Growth Officer, Chief Operating Officer, and several Managing Partners who also serve as Personal CFOs and Certified Financial Planners™, they work collaboratively to deliver exceptional wealth management services and exceed client expectations.

Leadership Team

Financial and Investments Team

Marketing and Client Services

Leadership Team

About

Team members

Other teams at The Wealth Consulting Group

Financial and Investments Team

Marketing and Client Services