The Wealth Consulting Group - Des Moines

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The Wealth Consulting Group - Des Moines At WCG, we help clients set and implement clear goals aligned with their needs, objectives, and values.

The Wealth Consulting Group (WCG) specializes in providing Personal CFO Services, Sustainable & Responsible Investment Portfolios, and advanced wealth accumulation strategies. WCG strives to be a leader in Sustainable and Responsible Investing. ​A growing number of our investors seek to align their investments with their personal values. Our High Impact Portfolios (HIP) invest in companies and funds that are committed to sustainable business practices. There is a growing base of evidence that suggests companies that are environmentally sustainable, socially responsible, and have positive screens for corporate governance and diversity in executive leadership outperform funds that do not share this focus. These companies construct long-term business plans built around sustainability because they intend to be around in 100 years. We at WCG are aligned with these values and plan to be around in 100+ years, serving you and your family for generations to come.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
10/15/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

10/14/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

Before retiring early, take a look at the cold, hard facts.
10/12/2026

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.
10/09/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
10/08/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

\$100 not spent is more like \$143. Intrigued?
10/07/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Are you considering a FIRE retirement? Learn the basics here.
10/05/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
10/02/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

10/01/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Address

3106 Ingersoll Avenue
Des Moines, IA
50312

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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