It s All About The Experience: Yours And Ours. WealthConsultingGroup_J.Lee_Bro_FNL.indd 1

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1 It s All About The Experience: Yours And Ours WealthConsultingGroup_J.Lee_Bro_FNL.indd 1

2 Extensive Industry Experience Drives An Exceptional Client Experience WCG is a boutique wealth management firm offering high-net-worth individuals and companies access to a powerful combination of industry-leading service, talent, and national resources. Our advisors draw upon the broad expertise and talent within our firm, and across our alliance partners, to develop strategies for the complex financial challenges that accompany affluence. Since 1995, we have served the diverse financial and wealth planning needs of accomplished individuals, families, and businesses seeking unbiased advice and sophisticated financial strategies. We help clients set and implement clear goals aligned with their needs, values, and objectives. There has never been a time when objective advice from an independent financial advisor was more important than in today s crowded world of financial services. WCG seeks to provide tangible differences that result in measurable value for our clients. M arlo Stil Managing Partner Personal service, national resources WCG serves clients nationwide from offices throughout the western United States. Our highly qualified advisor teams focus on delivering unbiased advice and innovative strategies for our clients unique financial and investment needs. We believe that the financial services industry including financial planning, investment management, and insurance brokerage has become largely commoditized. As a result, we compete on a field where we believe few of our competitors are playing. Our advisor teams serve as Personal CFOs for many of their clients, assisting them in addressing a myriad of details in the development of a comprehensive plan for protecting and managing their wealth. WCG clients have access to our: Broad network of professional partners, spanning multiple financial disciplines, who provide the tailored advice and guidance required throughout the financial decision-making process. In-house Advanced Planning Team that includes estate planning specialists and financial planners. Investment Strategy Committee comprised of our most experienced financial advisors with extensive investment knowledge and expertise. Our vision is to be considered the best wealth management company of its kind in the minds of our clients and centers of influence. WealthConsultingGroup_J.Lee_Bro_FNL.indd 2-3

3 The WCG Difference At WCG, we believe that wealth management is a comprehensive and ongoing process focused on protecting and managing all aspects of an affluent family s wealth. Planning forms the core of the process that places client interests first and considers important tax, risk management, asset management, estate, and philanthropic goals in every decision made and every action taken. If you are the owner of a privately-held business, our process also includes careful analysis to determine the effect business ownership can have on your personal assets. Your Personal CFO Just as a business employs a CFO to coordinate the many aspects of its finances, WCG specializes in developing coordinated strategies and customized, tax-efficient solutions for affluent individuals. As your Personal CFO, we seek to bring the full spectrum of wealth management capabilities and resources necessary to address your complex financial needs. We collaborate with your other professional advisors to ensure a seamless coordination of your financial strategies, in a manner that places your interests first, in these and other areas: Specialized Services Financial Planning Insurance Planning Business Succession Planning Retirement Income Planning Estate & Legacy Planning Employee Benefits Investment Management Philanthropic/Charitable Giving Corporate Retirement Plans Education Planning Trust Services Tax Strategies Executive Compensation and Benefits Most people recognize the important role Chief Financial Officers play within successful businesses. We believe the CFO role is just as critical to the successful management of an individual s or family s financial affairs. J immy Lee CEO and Founder Sports and Entertainment Division WCG provides comprehensive wealth management services to an elite group of professional athletes, coaches, entertainers and their families. Physicians Division Leverage our depth of experience working with doctors and other professionals within the medical community. WealthConsultingGroup_J.Lee_Bro_FNL.indd 4-5

4 When Experience Counts, Count On WCG As your wealth grows, your financial life becomes more complex, requiring expertise across multiple financial disciplines. At WCG, we pride ourselves on helping our clients pursue their objectives, even in areas where we are not compensated. Christopher Rand Managing Partner Trusted guidance, responsive service Our advisors and staff associates are well versed in all aspects of wealth planning for individuals, families, and business owners. Our senior advisors are leaders in the industry, frequently appear in both local and national print and broadcast media, and are sought-after speakers for seminars, conferences, industry associations and events. Many have met the stringent requirements necessary to acquire advanced education degrees, and industry certifications and designations, including CERTIFIED FINANCIAL PLANNER (CFP ), Accredited Estate Planner (AEP ), Accredited Investment Fiduciary (AIF ), Chartered Financial Consultant (ChFC ), Accredited Domestic Partnership Advisor SM (ADPA ) and more. Over the course of two decades, we ve built strong relationships with professionals we believe to be among the industry s best and brightest, including: institutional investment managers, tax advisors, trust officers, insurance providers, accountants, and banking professionals. These professionals complement our talented team and bring specialized services and experience to each client engagement. Our philosophy is simple. Create best-in-class services that offer a seamless and proactive approach to comprehensive wealth management. If we can t provide a particular service in-house, we will outsource to providers who share our philosophy and values. Our mission is to be the most valuable resource for our clients in helping to accomplish their financial objectives. We have built this firm, on purpose, to help clients work towards financial independence without having to use multiple advisors or companies. Whether it s funding college educations, maximizing retirement income, or preserving a client s estate, WCG can provide strategies using our team and collaborative approach. Beth Walker Partner WealthConsultingGroup_J.Lee_Bro_FNL.indd 6-7

5 Independence Powered by LPL Financial is supported by the resources of LPL Financial, the nation s largest independent broker/dealer.* This relationship provides us with access to unbiased research and a comprehensive array of tools, resources and technology. As an independent firm with no proprietary products to sell or sales quotas to meet, we are able to offer you objective financial guidance and investment recommendations. *As reported by Financial Planning magazine, June , based on total revenue. Contact us today to schedule a no-obligation consultation to discuss your needs. P: Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. and WCG Wealth Advisors, LLC are separate entities from LPL Financial. WealthConsultingGroup_J.Lee_Bro_FNL.indd 8