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Personal CFO

We serve as your Personal CFO. Just as a business employs a CFO to coordinate the many aspects of an organization’s finances, we specialize in developing coordinated strategies and customized, tax-efficient strategies for financially successful individuals and families. As your Personal CFO, we seek to bring comprehensive resources and capabilities across financial, tax, legal, and insurance considerations for the purpose of addressing your complex financial needs. We coordinate strategies in a collaborative manner with your other professional advisors to help ensure seamless coordination that places your interests first in these and other areas: 

Financial Planning
Retirement Income Planning
Investment Management
Education Planning
Tax Strategies*
Insurance Planning

Estate & Legacy Planning
Philanthropic/Charitable Giving
Trust Services**
Executive Compensation Planning
Business Succession Planning

*Tax and legal services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors.

**LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.