The Wealth Consulting Group

Des Moines, Iowa

5.0 (1 reviews)
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About

The Wealth Consulting Group is a boutique wealth management firm in Des Moines, Iowa, serving individuals and companies with financial planning and investment management. The firm offers Personal CFO services, sustainable investing strategies, and advanced planning support spanning estate planning, charitable planning, business succession, and retirement planning. The firm structures its team through an Investment Strategy Committee that develops model portfolios and an Advanced Planning Team that coordinates across multiple financial disciplines to address client needs.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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