Company Overview
Our office of WCG is an independently owned financial services firm located in Scottsdale Arizona. Through our broker/dealer, LPL Financial, we offer a wide array of wealth management products and services.
Highlights
- Office in beautiful Scottsdale, Arizona… perfectly positioned to service our clients across the southwest.
- In-house advanced planning team with financial planners on staff to assist our advisors with their clients and their counsel*.
- Investment Strategy Committee - A team of our more experienced financial advisors with extensive investment experience.
- Our securities and investment advisory business is done through LPL Financial, one of the nation’s larger independent broker/dealers1
1As reported by Financial Planning magazine, 1996-2023, based on total revenue.
