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.

Consider a bucket plan to go with your bucket list.
09/07/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Saving for college doesn’t have to be as complicated as college itself.
09/04/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
09/03/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
09/02/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

What role would taxes play in your investment decisions? Find out in this message.
08/31/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

Have a strategy for discussing healthcare with your parents.
08/28/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
08/27/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn mo...
08/26/2026

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
08/24/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

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

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