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.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
06/24/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

The average retirement lasts for 18 years. Are you prepared to fill that many days?
06/22/2026

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years. What will you do with your days?

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
06/19/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
06/18/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
06/17/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
06/15/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
06/12/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

06/11/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Retirement may change your perception of investment risk.
06/10/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Ever wonder about those free credit scores you get once a year?
06/08/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

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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