Wealth Consulting Group

Wealth Consulting Group Making a Difference by Building Relationships of Trust Through Education and Sound Advice

The financial consultants at The Wealth Consulting Group are registered representatives with, and securities are offered through, LPL Financial, Member FINRA/SIPC (www.finra.org and ttp://www.sipc.org ). Investment advice offered though WCG Wealth Advisors, LLC (WCG), a registered investment advisor. WCG and The Wealth Consulting Group are separate entities from LPL Financial. Third-party posts fo

und on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Help Us Make a Difference This School Year!Our office is proud to support our community by hosting a School Supply Drive...
06/29/2026

Help Us Make a Difference This School Year!

Our office is proud to support our community by hosting a School Supply Drive to benefit local children in need.

All donated school supplies will be distributed through the Coachella Valley Rescue Mission, helping students start the school year with the tools they need to succeed.

If you would like to join us in making a positive impact, we invite you to drop off or ship your donation to our office during the dates and hours below:

Collection Dates: July 1st – August 5th
Office Hours: Monday–Friday | 8:00 AM – 4:00 PM

Every contribution, big or small, is greatly appreciated and will make a meaningful difference in the life of a local child.

All items needed are listed above

Thank you for your generosity and for helping us support our community!

Your Wealth Consulting Group Team
Michele, Jana, Diane, Craig, Solina, and Tyler

Securities are offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors is a separate entity from LPL Financial. WCG Wealth Advisors and LPL Financial are not affiliated with Coachella Valley Rescue Mission.
Tracking #764445-1

This Patriot Day, we honor and remember the lives lost and the heroes who emerged on 9/11. Let’s come together in reflec...
09/11/2025

This Patriot Day, we honor and remember the lives lost and the heroes who emerged on 9/11. Let’s come together in reflection and gratitude.

When was the last time you reviewed your 401(k) strategy?Here are five key questions to ask yourself to help optimize yo...
09/05/2025

When was the last time you reviewed your 401(k) strategy?

Here are five key questions to ask yourself to help optimize your 401(k) and ensure it still aligns with your financial goals.

📞 Contact us with any questions — we’re here to help you make informed decisions.


When was the last time you took steps to optimize your 401k? If it has been a while, you are not alone. Research indicates that only one in three Americans utilize employer-sponsored 401k retirement accounts; even those contributing may not be taking full advantage of potential benefits[i]. Here are...

Happy Labor Day! Today, we celebrate the hard work and dedication of all individuals. Whether you’re relaxing or tacklin...
09/01/2025

Happy Labor Day! Today, we celebrate the hard work and dedication of all individuals. Whether you’re relaxing or tackling a project, enjoy your well-deserved break.

There are so many ways you're wasting money without even realizing it. Review this list of the top six places and see if...
08/27/2025

There are so many ways you're wasting money without even realizing it. Review this list of the top six places and see if you're making these mistakes.

Whether you're facing an unexpected job loss, a medical emergency, or a financial crisis, life's hurdles may leave even ...
08/25/2025

Whether you're facing an unexpected job loss, a medical emergency, or a financial crisis, life's hurdles may leave even the most responsible savers scrambling for cash. If you’re feeling the squeeze, you might be looking at your 401(k) as a potential lifeline.

At WCG Rancho Maigre, a comprehensive financial planning process is designed to evolve with you:🔍 Discovery – We get to ...
08/21/2025

At WCG Rancho Maigre, a comprehensive financial planning process is designed to evolve with you:

🔍 Discovery – We get to know your full financial picture and long-term goals.
📊 Recommendations – Tailored strategies built around your unique needs.
✅ Implementation – We put your plan into action and keep it on track.
🔄 Ongoing Review – Life changes, and so should your financial strategy. We're with you every step of the way.

Let’s build a plan that grows with you.

Learn more about our financial planning process here: https://www.wealthcgranchomirage.com/our-process

Address

36951 Cook Street, Suite 101 Building L
Palm Desert, CA
92211

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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