About LPL Financial & The Wealth Consulting Group

LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.

For more information, please call LPL’s Service Center at 800.558.7567 or visit LPL Financial.

The Wealth Consulting Group

WCG's vision is to become the leading provider of COMPREHENSIVE wealth management in the United States.

Welcome to The Wealth Consulting Group (WCG). Since 1995, WCG has served the diverse financial and wealth planning needs of accomplished individuals, families and businesses seeking advice and sophisticated financial strategies. WCG advisors draw upon the broad expertise and talent within the firm and across the alliance partners, to develop strategies for the complex financial challenges that accompany affluence. Serving as your Personal CFO, WCG helps you set and implement clear goals aligned with your needs, values and objectives.

The WCG mission is to serve as a Personal CFO and most trusted advisor. For more information, please visit WCG.