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Disclosures

WCG ADV Part 2A Brochure
WCG ADV Part 2B Brochure

WCG Form CRS​ "Customer Relationship Summary”

WCG Wrap Program Brochure

LPL Form CRS “Customer Relationship Summary”
LPL BCCD

WCG Wealth Advisors, LLC Privacy Policy

Office

5333 N 7th Street Suite B114
Phoenix AZ 85014

Contact Info

Main: 602-422-9380
Mobile: 602-350-0759
Fax: 888-391-2195
charles.schwarz@lpl.com

     

Get in Touch

The financial consultants at The Wealth Consulting Group are registered representatives with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered though WCG Wealth Advisors, LLC (WCG), a registered investment advisor. WCG and The Wealth Consulting Group are separate entities from LPL Financial.

WCG employs (or contract with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

WCG Form CRS

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