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  2. About
  3. Strategic Alliances

Strategic Alliances

Professional Partners:

As your Personal CFO, we believe that proactive and open communication between your financial, tax and legal advisors is critical to helping you pursue your financial goals. We work with your attorney, tax advisor, or other professionals to coordinate your strategies.

For your convenience, we can also provide you with referrals to the trusted outside professionals we work with on a regular basis. Our network of professional partners spans multiple disciplines - including tax, legal, mortgage, banking, property and casualty insurance and elder care/senior living services – to provide you with access to the advice and guidance you require throughout the Wealth Planning process.

*Tax and legal services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors.

 

 

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WHO IS LPL Financial

And why do we have a relationship with them?

Simple.

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 about LPL Financial, visit www.lpl.com

 

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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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  • Legal, privacy, copyright and trademark information

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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