The Wealth Consulting Group

  • Financial Services
  • Las Vegas NV
  • 77 employees
  • Financial Services
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Company Overview

Headquarters
8925 W Post Road 2nd Floor, Las Vegas NV
Website
wealthcg.com
Phone
(702) 263-1919
Employees
77
Founded in
1995
Industry
Financial Services
NAICS Code
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$5B

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Who is The Wealth Consulting Group

The Wealth Consulting Group is a wealth advisory firm located in Las Vegas, Nevada. The company employs 77 staff members and generates an estimated $5 million in annual revenue. The Wealth Consulting Group provides a range of services to individuals, families, and corporations. Their expertise includes wealth management, financial planning, and serving as a Personal CFO to help clients achieve their financial goals. They aim to identify true wealth in their clients' lives and provide a comprehensive wealth planning strategy. The Wealth Consulting Group differentiates itself through its commitment to exceeding client expectations. They work closely with clients to set clear goals aligned with their needs, values, and objectives. Securities are offered through LPL Financial, while investment advice is provided by WCG Wealth Advisors, LLC, a registered investment advisor. For more information about The Wealth Consulting Group and its services, please visit their website at wealthcg.com.

Company Leadership

Mike Woitkoski

Managing Partner, San Diego

Phone Email
Lan Tran

MANAGING PARTNER / CERTIFIED FINANCIAL PLANNERâ„¢

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Anthony Turcotte

Managing Partner

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Clinton Akerberg

Managing Partner, Personal CFO

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Michele Pemberton

Managing Partner

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The Wealth Consulting Group Industry Tags

Wealth Planning
Investment Advisory
Insurance Brokerage
Retirement Planning
Financial Services
Financial Advisory Services
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The Wealth Consulting Group Tech Stack

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FAQ

What is the location of The Wealth Consulting Group's headquarters?
The headquarters of The Wealth Consulting Group are situated at 8925 W Post Road 2nd Floor, Las Vegas NV
What is The Wealth Consulting Group's phone number?
The Wealth Consulting Group's contact number is (702) 263-1919.
What is The Wealth Consulting Group's official website?
The official website of The Wealth Consulting Group can be found at wealthcg.com.
What is The Wealth Consulting Group's current revenue?
As of October 2024, The Wealth Consulting Group's annual revenue reached $5B.
How many employees does The Wealth Consulting Group currently have?
The Wealth Consulting Group employs approximately 77+ people as of October 2024
Which industries is The Wealth Consulting Group primarily operating in?
The Wealth Consulting Group operates in the following industries: Finance, Credit
Who is the Managing Partner, San Diego of The Wealth Consulting Group?
The Wealth Consulting Group's Managing Partner, San Diego is Mike Woitkoski
What are The Wealth Consulting Group's industry tags?
The Wealth Consulting Group's industry tags include: Wealth Planning, Investment Advisory, Insurance Brokerage
When was The Wealth Consulting Group founded?
The Wealth Consulting Group was founded in 1995.

Employee Directory

Key Employees

Christopher Adajar

Managing Partner, Personal CFO

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Joe Redmond

Financial Advisor; Financial Representative

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Matthew Roberts

Vice President, Wealth Advisor

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Sarah Banister

Marketing Specialist

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