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Experience the difference

The resources of a large firm, with the personal attention of a small practice 

Our Process

We strive to build long-lasting relationships offering education, guidance and customized strategies.

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Our Mission

 Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Your Needs. 

Our Commitment.

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that grows with you over the years. But without an up-to-date and flexible plan, it may be difficult to achieve your goals. Our team within The Wealth Consulting Group, an independent financial services firm, is dedicated to assisting you with your greatest financial concerns.

We bring the personal attention of a dedicated team and the resources of a national firm to provide comprehensive financial planning and investment management coordinated with personalized advice and recommendations. Our utmost goal is to provide customized strategies that can grow with you throughout the many milestones of life. We take pride in knowing we have guided young professionals, growing families, business owners, and retirees to pursue their financial dreams, and helped individuals in transition move forward with confidence.

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Meet Cheryl Constantino & Barclay Callender

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