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  3. Simplify Your Life

Simplify Your Life

Imagine seeing all of your accounts and investments in one place, regardless of who they are held with. With the Wealth Consulting Group, you now can. Using your own Personal Financial Website, a service that we provide to our clients at no charge, you can connect your bank accounts, investment accounts, retirement accounts, credit cards and more so you can monitor all of your belongings and track your goals in real time.

Life In A Box

View this quick video to see how we will set up a Personal Financial Website for you
to view all of your assets in on place and track your goals and view your spending.

 

 

Contact Us - Get Started and Simplify Your Life

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

 

Contact LPL's Client Service Center at (800) 558-7567)

Phone: (619) 269-5712

Email: angelique@wealthcg.com

7676 Hazard Center Drive Suite 1050, San Diego, California 92108

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The financial consultants at The Wealth Consulting Group are registered representatives with and securities are offered through LPL Financial, Member FINRA/SIPC. 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.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, MA, and WA,

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