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How We Can Help You

How We Can Help You

At The Wealth Consulting Group, we understand that achieving and maintaining financial independence, crafting a purposeful legacy plan, and having confidence in your financial well-being are among your top priorities. We are here to help alleviate your concerns and work with you toward pursuing your financial goals. Our comprehensive range of services is designed to address your unique needs and aspirations.

What We Offer—and Why It Matters

No two financial journeys are the same. Depending on your goals, career, or stage of life, you may need guidance in a few key areas, or a more comprehensive plan. These are some of the ways we help individuals, families, and business owners make more informed decisions and build lasting financial confidence.

Investment
Management

Our investment management services are tailored to your specific financial goals and risk tolerance. We develop diversified portfolios designed to navigate market complexities. By continuously monitoring and adjusting your investments, we strive to optimize performance and align with your long-term objectives.

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Financial
Planning

Financial planning is the cornerstone of a confidence financial future. Our team collaborates with you to create a personalized plan that aligns with your current situation and future goals. We address budgeting, savings, investments, and risk management to help you make informed decisions along your financial journey.

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Insurance
& Risk Management

Insurance and risk management are vital components of a sound financial strategy. We offer a variety of insurance options and risk management strategy to help preserve your assets and financial future. Our aim is to provide you with clarity and confidence in your coverage choices.

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Corporate
Retirement Plans

Our corporate retirement plan services are crafted to address the needs of businesses and their employees. We assist in designing and implementing retirement plans that align with your company’s goals, offering support and guidance to help work toward a confidence retirement for your team.

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Executive/Employee
Benefits

We help companies build financial benefit programs that support both their leadership teams and broader workforce. From tailored executive benefit strategies to cost-effective employee plans and retirement strategy, our approach is designed to align with your business goals, attract top talent, and support long-term financial well-being.

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Values-Based
Investing

Values-based investing offers a way to align your portfolio with the principles that guide your life, without losing sight of performance. It’s a thoughtful approach that connects your financial strategy to what matters most to you.

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Ready to Begin? Here’s How We Work Together

Step 1: Discover What Matters

Every successful financial journey starts with a conversation, and a plan built around what matters most to you. Our process is designed to be thoughtful, collaborative, and entirely focused on your vision.

Step 2: Build the Right Strategy Together

Our team works closely with you to develop personalized strategies. We draw on our expertise to craft plan that fit your goals and objectives.

Step 3: Put the Plan into Action

From there, we execute with clarity and care, helping you stay focused, informed, and confident in the path ahead.

Let's Talk

Investment Strategy Committee

Anthony Turcotte Jr.

Anthony Turcotte Jr.

Managing Partner

Anthony (Tony) moved to California in 2002 after graduating with a Bachelor of the Arts degree majoring in Business with a minor in Economics. Tony immediately entered the financial advisory business after college, and it has been his...
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Christopher T. Rand, Ph.D., CFP®, CLU®

Christopher T. Rand, Ph.D., CFP®, CLU®

Managing Partner, Personal CFO

(619) 546-6044

crand@fideswealth.com

With more than twenty-five years of experience in the financial services industry, Chris is a professional who cares deeply about the best interests of his clients. He prides himself on the meticulous care and attention he gives every...
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Jim Worden, CFA®, CMT®, CAIA®

Jim Worden, CFA®, CMT®, CAIA®

Chief Investment Officer

jworden@wealthcg.com

With more than 22 years of professional investment experience, Jim has experience as an advisor, in building and overseeing multiple advisory platforms, and in managing two mutual funds. Jim has built fundamental, risk-based, and...

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Jimmy Lee

Jimmy Lee

Founder & Chief Executive Officer

jimmy@wealthcg.com

Jimmy is the Founder and CEO of The Wealth Consulting Group (WCG). He began his career in 1995 after graduating from college. He was self-employed from the very beginning and has grown WCG as an entrepreneur into a wealth management...

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Mark Senseman, ChFC®, MBA

Mark Senseman, ChFC®, MBA

Managing Partner

Paisley Nardini CFA, CAIA

Paisley Nardini CFA, CAIA

Managing Director, Simplify

Paisley is a portfolio manager and multi-asset strategist at Simplify focused on product innovation, thought leadership and portfolio management. Prior to Simplify, she was a client portfolio manager and strategist for Invesco's...
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Talley Leger

Talley Leger

Chief Market Strategist

tleger@wcgadvisor.com

Talley is the Chief Market Strategist of The Wealth Consulting Group (WCG). In this role, he is responsible for formulating and communicating his views on the economic and investment landscapes, with a focus on stocks. Mr. Léger...
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Victor Orozco CFP®, CSRIC®

Victor Orozco CFP®, CSRIC®

Managing Partner

Victor@BairFinancialPlanning.com

Bachelor of Science, Finance Series 7 registration held through LPL Financial. Series 66 registration held through WCG Wealth Advisors and LPL Financial. Victor Orozco is one of the managing partners at Bair Financial Planning. His...

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Test Your<br/>Investment Knowledge

Test Your
Investment Knowledge

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."