Our Purpose

At The Investment Consulting Group, our goal is to help you achieve your financial goals and dreams.  We believe wealth creation requires a smart, proactive approach and we'll be with you each step of the way so you can make informed investment decisions.

As an investor with The Investment Consulting Group, you deserve our personal and professional attention.  We understand our investors have specific needs at different times throughout their lives, and we assist our clients by providing individual investment plans and comprehensive recommendations.  At The Investment Consulting Group our clients are individuals with unique aspirations, and helping each of them realize their objectives is always our focus.

Our independent practice offers the advantage of enormous portfolio flexibility while enjoying access to the resources of Wells Fargo Advisors Financial Network.  We're here to use our decades of experience to help educate and assist you in pursuing your financial ambitions, and we want to be your trusted advisoralways there to guide you when you are making financial decisions.