Wealth Consulting Group

Wishing you a year fully loaded with happiness and health! -From all of us at The Wealth Consulting Group. #WCG #newyear #2021

https://www.lpl.com//stimulus-bridge-to-economic-recovery-

Not just today but every single day

Sometimes, the most difficult conversations are the most important ones to have. Talking to loved ones about end-of-life plans is definitely one of those discussions. With these unprecedent times living through a pandemic it has become more important than ever. Please join Wealth Consulting Group and Equitable on October 28th at 2:00pm for a live webinar and learn how you can prepare to Share Your Love with your loved ones. Please RSVP to Kim Collins at 760-904-5109 or [email protected] by 10/26/2020 Please feel free to invite a friend or family member!

Happy 5yr Anniversary to our High Impact Portfolios! Last week we had our 2nd Annual High Impact Portfolio (HIP) Roundtable and celebrated the 5yr anniversary ...of our turnkey ESG-screened models! Our HIP initiative started with only a couple advisors and a big idea. Five years later, we celebrate over $260mil in the HIP models and a growing team of individuals who are dedicated to promoting sustainable and responsible investing. We discussed performance and analytics, prospecting strategies, and took a deep dive into various avenues of engagement and advocacy. Keep an eye out as #WCGInAction continues as we will be hosting similar events open to the public shortly! #WCG #HIP #HIPRoundtable #5YrsAndCounting #HappyAnniverary #SustainableInvesting #Collaboration Bair Financial Planning. Alissa Todd - The Wealth Consulting Group