Skip to main content
menu

  602-422-9380      

  • About Us
    • Why WCG
    • Disclosures
    • Team
  • Private Client Group
    • Financial Planning (Wealth Planning)
    • Investment Management
    • Insurance/Risk Management
  • Corporate Services
    • Corporate Retirement Plans
  • Sustainable Investing
  • Blog and Education
  • Resources
    • WCG In The News
    • Events
    • Account Access
  • Contact

Events

2021

2021 Di Modica Awards

2020

2020 Di Modica Awards

2019

2019 Holiday Brunch

19th Annual Golf Invitational 2019

2019 Di Modica Awards

2018

2018 Holiday Brunch

18th Annual Golf Invitational 2018

2018 Di Modica Awards

2017

2017 Holiday Brunch

17th Annual Golf Invitational 2017

2017 Di Modica Awards

2016

2016 Holiday Brunch

16th Annual Golf invitational 2016

2016 Di Modica Awards

2015

2015 Holiday Brunch

15th Annual Golf Invitational 2015

High Impact Portfolio Launch 2015

2014

2014 Holiday Brunch

14th Annual Golf Invitational 2014

2013

2013 Holiday Brunch

13th Annual Golf Invitational 2013

 

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

© 2024 Palo Verde Wealth Management LLC All rights reserved.