LAS VEGAS--(BUSINESS WIRE)--Jul 14, 2023--
The Wealth Consulting Group (WCG), a hybrid RIA firm headquartered in Las Vegas, NV, is excited to announce the merger of V Wealth, an Overland Park, KS-based hybrid RIA, into its wealth management platform effective today. With over $2 billion of assets under advisement and 43 investment advisor representatives, V Wealth will bring WCG’s total assets under advisement to over $7 billion and over $5 billion of assets under management.
WCG is supported by the resources of LPL Financial for broker/dealer and RIA custody services. WCG also custodies RIA assets with TD Ameritrade, Charles Schwab, and Fidelity. The firm will have 145 investment advisor representatives, 12 registered representatives who utilize LPL’s corporate RIA and 41 branch office locations affiliated with the firm spread throughout the United States.
WCG provides a support platform helping independent financial advisors provide comprehensive wealth management services to position the advisor as the clients’ Personal CFO. WCG provides centralized services such as financial planning, investment strategies, insurance brokerage, practice management, marketing, admin, office space, M&A support, and various other services for their advisors.
“The V Wealth team lead by Tom Blumer, Brett Lange, and Dan Cherra are a group of great advisors who are committed to bringing the best-in-class services to their clients. We believe that WCG’s unique value proposition combining the financial planning support to advisors and flexible separate account investment management strategies will help the former V Wealth advisors offer more value to their clients,” said Jimmy Lee, CEO and Founder of WCG.
“The WCG team provides exactly what our advisors have been asking for, which are additional services they believe are valuable to their clients. WCG has created solutions that independent advisors are seeking with economics for the advisor that are second to none,” said Tom Blumer, Managing Partner of V Wealth.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC a Registered Investment Advisor. The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial.
About The Wealth Consulting Group
The Wealth Consulting Group (WCG) is an independent wealth management and financial services company with offices and clients throughout the U.S. The company’s mission is to be the personal CFO and trusted advisor for all clients’ needs. WCG’s broad suite of services include wealth planning, investment management, insurance/risk management, executive benefits, employee benefits and corporate retirement plans.
View source version on businesswire.com:https://www.businesswire.com/news/home/20230714973190/en/
CONTACT: Rey Julian
Chief Growth Officer, The Wealth Consulting Group
rjulian@wealthcg.com
619-546-6069Media
Bernardo Soriano
Gregory FCA for The Wealth Consulting Group
bernardo@gregoryfca.com
610-200-0570Bernardo Soriano and Gregory FCA are not affiliated with LPL Financial
KEYWORD: NEVADA KANSAS UNITED STATES NORTH AMERICA
INDUSTRY KEYWORD: PROFESSIONAL SERVICES FINANCE CONSULTING ASSET MANAGEMENT BANKING PERSONAL FINANCE
SOURCE: The Wealth Consulting Group (WCG)
Copyright Business Wire 2023.
PUB: 07/14/2023 09:00 AM/DISC: 07/14/2023 09:01 AM
http://www.businesswire.com/news/home/20230714973190/en
