About The Wealth Consulting Group
<p>Investment management and retirement plan advice are central to this Las Vegas-based <a href="/plan-advisors">plan advisor</a>. The Wealth Consulting Group works with individuals, families, and corporations, including high-net-worth clients, business owners, pre-retirees, retirees, and corporate executives.</p> <p>Operating as a “Personal CFO,” the firm covers day-to-day planning needs alongside workplace benefits. Services include financial planning, insurance and risk management, corporate services, executive benefits, employee benefits, and corporate retirement plans. The firm also offers 3(21) fiduciary support for sponsors that want an advisor role without fully outsourcing investment decisions.</p> <p>Headquartered in Las Vegas in the greater Las Vegas Valley, The Wealth Consulting Group also works through partner advisor locations across the Western and Central U.S., including California, Arizona, Colorado, Texas, and Missouri. It is SEC-registered (CRD #173194) and reports $7.9B in assets under management (2026). The firm is differentiated by its “Personal CFO” model that brings personal planning and employer benefit work under one roof.</p> <ul> <li>Plan advisor services, including 3(21) support</li> <li>Corporate retirement plan consulting</li> <li>Investment management and financial planning</li> <li>Insurance and risk management</li> <li>Executive and employee benefits guidance</li> </ul>
Website: https://www.wealthcg.com/
Office Locations
- Las Vegas, NV (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $7.9B