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The Wealth Consulting Group
We team with a strong group of partners providing us with the support and resources that allow us to be better wealth managers for our clients.
The Wealth Consulting Group (WCG), with headquarters in Las Vegas, NV, is comprised of 73 wealth advisors and 45 team members located in 20 offices is 8 states. Our partnership with WCG allows us to serve a broader range of highly specialized and complex client needs, including access to the WCG professionally managed portfolios. Michael Woitkoski is a Managing Partner of WCG and co – founded the San Diego Branch of WCG in 2014.
Since 1995, The Wealth Consulting Group (WCG) has been a boutique wealth management firm offering individuals, families and business owners access to a powerful combination on industry – leading services, talent and national resources. Visit The Wealth Consulting Group’s website here.
“The Investment Strategy Committee (ISC) is comprised of the firm’s most senior investment professionals, outside advisors, and other team members. The ISC provides model portfolios for advisors of the firm to use with their clients and are comprised of a core of strategically allocated asset classes, the ISC has created with the goal to help minimize risk while maximizing return potential.”
*Investing involves risk, including the potential loss of principal. No strategy assures success or protects against loss.