The Wealth Consulting Group Information
Contact top employees from
The Wealth Consulting Group
Summary
The Wealth Consulting Group is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Phoenix, Arizona, USA. The number of employees ranges from 25 to 100. The annual revenue of The Wealth Consulting Group varies between 5.0M and 25M. To connect with The Wealth Consulting Group employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Wealth Planning, Investment Advisory, Insurance Brokerage, Retirement Planning
SIC Code
6199
DMA Code
Phoenix Metropolitan Area
Founded
1995
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Contact The Wealth Consulting Group
Organization Website
Social Links
Contact Email
info@wealthcg.com
Phone Number
1-800-346-4063
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| - | Sole Proprietorship | 25 - 100 | 3.6M | $0 | |
| 2009 | - | 10-50 | - | $- | |
| 2021 | - | 10-50 | - | $- |
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Length of Employment
Employee tenure at The Wealth Consulting Group shows a diverse range of experience levels:
8% have been with the company for less than 1 year8% for 1–2 years13% for 3–4 years13% for 5–7 years13% for 8–10 years46% have over 11 years of service at The Wealth Consulting GroupEx-employees positions
In Company
In New Company
Contact top employees from
The Wealth Consulting Group
Megan Miller CFP®
Director of Financial Planning
Courtney James
Manager of Client Relations
Julia McCormick RICP® CFP® CDFA®
Managing Partner, Personal CFO
Mark Starr
Personal CFO, Wealth Advisor
Jim Worden
Chief Investment Officer
Darlene Shipe
Wealth Manager
Skott McKinney
Chief Marketing Officer
Joe Redmond III
Financial Advisor; Financial Representative
Alissa Todd
Financial Advisor, Personal CFO
Matthew Roberts
Vice President, Wealth Advisor
Tony Brewer
Financial Advisor
William OConnell
VP, Personal CFO
Mike Woitkoski Personal CFO
Managing Partner & Personal CFO
Justin Long
Financial Advisor
Michele Pemberton
Managing Partner
Amy Nuttall Zwaan
Wealth Management Advisor
Laura LaTourette
Personal CFO
Halie Smith
Compliance
Kimberly Taylor
Financial Advisor, Personal CFO
Craig McBarnes
Wealth Advisor
Talley Leger
Chief Market Strategist
Anthony Turcotte
Managing Partner
Cheryl Constantino
Partner, Personal CFO
Jim Hawryluk AIF®
Personal CFO
E Matt Gilliam
Senior Vice President, Strategic Partnerships
Yessenia Flores
Office Manager
