Share in Our Strength

Our Community is Our Culture, with a diverse group of successful advisors and team members dedicated to sharing successes and best practices to strengthen all.

We provide a variety of face-to-face, web, and audio conference opportunities for you to interact with peers to build on a strong sense of community and sharing of best practices. Additional collaborative opportunities exist with our thought leadership committees on different subject matters.

WCG Collaborate Conference-Di Modica Awards-WCG Roundtables-WCG Monthly Calls-ISC Committee-WCG Marketing & Practice Management Committee

Embrace Independence

WCG empowers advisors to pursue a path towards becoming a Personal CFO with our ARC Process and the tools they need to create successful independent investment advisory and wealth management practices—while maintaining a 100% ownership stake in their business.

Driving Your Equity Value

WCG can help you grow, or find the optimal succession plan for your business.  We can show you how to increase your equity value by partnering with WCG, give you access to capital to grow by acquisition, and help you to build the best plan to transition your practice.

Our Team



WCG in the News

Financial Advisor Magazine ranks The Wealth Consulting Group as the #5 fastest growing RIA in the United States

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The Wealth Consulting Group as Winner of Investment News 2018 Excellence in Diversity & Inclusion Awards

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The Wealth Consulting Group is featured in Citywire’s Future 50 for ‘Best in Diversity

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