Marketing and Client Services

The Marketing and Client Services team at The Wealth Consulting Group is responsible for developing and executing strategic marketing initiatives to enhance client engagement and attract new business. The Marketing Director oversees the creation of targeted campaigns and brand messaging, while the Marketing Specialist implements these strategies through various channels. The Client Service Associate ensures a high level of client satisfaction by addressing inquiries, coordinating client communications, and managing service requests to support the firm's mission of delivering exceptional wealth management services.