What are the opening hours?

Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

The Wealth Consulting Group - Des Moines

Home
United States
Des Moines, IA
The Wealth Consulting Group - Des Moines

At WCG, we help clients set and implement clear goals aligned with their needs, objectives, and values.

The Wealth Consulting Group (WCG) specializes in providing Personal CFO Services, Sustainable & Responsible Investment Portfolios, and advanced wealth accumulation strategies. WCG strives to be a leader in Sustainable and Responsible Investing. A growing number of our investors seek to align their investments with their personal values. Our High Impact Portfolios (HIP) invest in companies and funds that are committed to sustainable business practices. There is a growing base of evidence that suggests companies that are environmentally sustainable, socially responsible, and have positive screens for corporate governance and diversity in executive leadership outperform funds that do not share this focus. These companies construct long-term business plans built around sustainability because they intend to be around in 100 years. We at WCG are aligned with these values and plan to be around in 100+ years, serving you and your family for generations to come.

11/02/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

10/30/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

10/29/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

10/28/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

10/26/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

10/23/2026

Take the time to think about these three things when shopping for your next vehicle.

10/22/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

10/21/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can be intimidating. Picking the right strategy.

10/19/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

10/16/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

Address

3106 Ingersoll Avenue
Des Moines, IA
50312

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://www.wealthcgdesmoines.com/

Alerts

Be the first to know and let us send you an email when The Wealth Consulting Group - Des Moines posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.