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.

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

Celebrate National Financial Awareness Day with us! Our decade-by-decade guide is here to help you navigate your finance...
08/14/2025

Celebrate National Financial Awareness Day with us! Our decade-by-decade guide is here to help you navigate your finances at every age.

Finances Through the Ages Infographic

Consider these six suggestions for saving and managing money as students head back to school:
08/11/2025

Consider these six suggestions for saving and managing money as students head back to school:

Money management tips for parents: back to school edition.

At WCG, at Rancho Maigre, our approach to prudent asset management combines a high level of personal attention with acce...
08/08/2025

At WCG, at Rancho Maigre, our approach to prudent asset management combines a high level of personal attention with access to an industry-wide universe of financial products and services, including model portfolios, exchange-traded funds (ETFs), mutual funds, individual stocks, annuities, and alternative investments. Learn more about our investment services and process here: https://www.wealthcgranchomirage.com/investment-management

In today's economic environment, where market volatility and inflation are often unpredictable and inevitable, investing...
08/04/2025

In today's economic environment, where market volatility and inflation are often unpredictable and inevitable, investing can sometimes feel like a rollercoaster. However, investing during these periods doesn't have to be a heart-stopping experience. Here are the key areas investors must be aware of to help their ride go more smoothly.

In today's economic environment, where market volatility and inflation are often unpredictable and inevitable, investing can sometimes feel like a rollercoaster. However, investing during these periods doesn't have to be a heart-stopping experience. Here are the key areas investors must be aware of....

Address

70177 Highway 111
Rancho Mirage, CA
92270

Opening Hours

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

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