Share in Our Strength
Our Community is Our Culture, with a diverse group of successful advisors and team members dedicated to sharing successes and best practices to strengthen all.
We provide a variety of face-to-face, web, and audio conference opportunities for you to interact with peers to build on a strong sense of community and sharing of best practices. Additional collaborative opportunities exist with our thought leadership committees on different subject matters.
WCG Collaborate Conference-Di Modica Awards-WCG Roundtables-WCG Monthly Calls-ISC Committee-WCG Marketing & Practice Management Committee
Embrace Independence
WCG empowers advisors to pursue a path towards becoming a Personal CFO with our ARC Process and the tools they need to create successful independent investment advisory and wealth management practices—while maintaining a 100% ownership stake in their business.
Driving Your Equity Value
WCG can help you grow, or find the optimal succession plan for your business. We can show you how to increase your equity value by partnering with WCG, give you access to capital to grow by acquisition, and help you to build the best plan to transition your practice.
Our Team
WCG in the News
Award based on a survey of independent RIA firms with assets under management exceeding 500 million as of December 31, 2022. There was no fee paid to be considered or placed on the final list of 2023 as one of America's top RIAs only a licensing fee.
WCG was recognized on the inaugural list of the Best Financial Advisory Firms of 2023, meticulously curated by USA TODAY in collaboration with the market research firm, Statista.
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Award based on recommendations from financial advisors, clients, industry colleagues in a Questionnaire and assets under management exceeding 500 million. RIA Firms do not pay a fee to be considered or placed on the final list of 2023 as one of the best financial advisory firms only a licensing fee.
WCG was named one of America's Top RIAs by the Financial Advisor Magazine, also known as FA Mag, in 2023.
