The Wealth Consulting Group

Get Full Access

Description

  • 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 .
  • location

    Headquarters:8925 West Post Road , Las Vegas, Nevada, United States

    More
  • The Wealth Consulting Group phone

    Phone Number: +1 702-263-1919

  • The Wealth Consulting Group website

    Website: https://www.wealthcg.com

  • The Wealth Consulting Group employees

    Employees:43

  • The Wealth Consulting Group revenue

    Revenue:$1 - 10M

  • The Wealth Consulting Group legal name

    Legal Name:The Wealth Consulting Group

  • The Wealth Consulting Group's Social Media

    The Wealth Consulting Group linkedin The Wealth Consulting Group facebook The Wealth Consulting Group twitter
  • done Is this data correct?
  • |  NAICS Code: 541820  |

    Show More
Person level website identification

CEO for The Wealth Consulting Group

Jimmy Lee

Founder And Chief Executive Officer

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Ian Jones

Partner, Personal Chief Financial Officer

Jeremy Anderson

Personal Chief Financial Officer

Jack Ewing

Chief Financial Officer

Cfpâ Lawrence Weller

Personal Chief Financial Officer

Laura Latourette

Personal Chief Financial Officer

Frequently Asked Questions regarding The Wealth Consulting Group

  • Where are The Wealth Consulting Group's Headquarters?

    The Wealth Consulting Group's Headquarters are in 8925 West Post Road ,Las Vegas,Nevada,United States

  • What is The Wealth Consulting Group's phone number?

    The Wealth Consulting Group's phone number is +1 702-263-1919

  • What is The Wealth Consulting Group's official website?

    The Wealth Consulting Group's official website is https://www.wealthcg.com

  • What is The Wealth Consulting Group's Revenue?

    The Wealth Consulting Group's revenue is $1 - 10M

  • What is The Wealth Consulting Group's NAICS code?

    The Wealth Consulting Group's NAICS code is 541820

  • How many employees are working in The Wealth Consulting Group

    The Wealth Consulting Group has 43 employees

  • What is The Wealth Consulting Group's Industry?

    The Wealth Consulting Group is in the industry of Financial Services

  • Who is The Wealth Consulting Group's CEO?

    The Wealth Consulting Group's CEO is Jimmy Lee

Company Directory