The Wealth Consulting Group - Des Moines

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 fun

ds 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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: FL, IL, IA, KS, MO.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
06/03/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

06/01/2026

The Great SaaS Reset: Opportunity or Value Trap?

Software stocks went from market darlings to getting absolutely repriced over the last few years — but many of the underlying businesses are still growing, cash-flowing, and deeply embedded in the economy. In this video, I break down where I see the biggest opportunities, the major risks, and why AI could create the next massive software cycle.

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
06/01/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

If you thought that payouts from life insurance are tax-free in all cases, think again.
05/29/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
05/28/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
05/27/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/25/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
05/22/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Some simple, inexpensive energy-saving tips that may help you save money.
05/21/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

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3106 Ingersoll Avenue
Des Moines, IA
50312

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

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