The Wealth Consulting Group
0 followers
‌
A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in th... Read more
Industries
Headquarters
Employees
Links
Org chart
Jimmy Lee
Collapse
Rey M. Julian
Chief Growth Officer
Rosemary Richard
Chief Compliance Officer
Csric™ Clinton E. Akerberg
Managing Partner, Personal CFO
Jeremy Anderson
Personal CFO
Yessenia Flores
Office Manager
Steve Odendahl
Chief Operating Officer
Darlene Shipe
Wealth Manager
Marlo Stil
Managing Partner
Michele Pemberton
Managing Partner
Jim Worden
Chief Investment Officer
Similar companies
Diamond Hill Capital Management
6 followers
Centiva Capital
2 followers
Apogem Capital
1 follower
Whittier Trust
1 follower
Hudson Bay Capital Management
1 follower
Taconic Capital
1 follower
Bridgewater Associates
39 followers
Millennium Management
25 followers
RSM US
24 followers
Invesco
22 followers
BDO International
20 followers
Discover companies