The Wealth Consulting Group

Today, as we celebrate the stunning beauty and remarkable resilience of our planet, we at The Wealth Consulting Group are inspired by the vital role finance plays in crafting a sustainable future. This Earth Day, let's reaffirm our commitment to the Earth. It's more than just an investment in our environment—it's an investment in our collective future. #HappyEarthDay #sustainableinvesting #ESG

On Bloomberg Radio, Jimmy Lee discussed his latest outlook for markets and the economy, stating, “I do believe we’re going to get some cuts. I’m not sure how many at this point, but if inflation data does come in better the second half of the year, then I think that the Fed wants to cut sooner right before an election.” During the interview, Jimmy also highlighted potential opportunities ahead within cyclical and interest-rate-sensitive sectors in a lower-rate environment. Listen to the full interview beginning at the 29:35 mark for Jimmy’s investment ideas and more: shorturl.at/cEW09

We are thrilled to welcome Calvin E. Lee, Jr., Tommy Sauriol, CFP®, Brenda, and Gretchen Saurage to the WCG Family from Austin, TX! 👏 Please reach out to congratulate them and learn more about their team! We had the pleasure of asking a few questions to learn more about them and what to expect:   What makes you excited about the move to WCG and what are you looking forward to most?   In many ways, we’ll operate our business as usual. We reached a point where we needed more capacity and resources to continue growing our firm. WCG’s larger size and scale will help us manage our business more efficiently, so we can spend more time meeting with our clients. We’re excited to learn new ideas, and we’re looking forward to collaborating with the WCG team and advisors.   Is there anything you’d like your clients and prospects to know about you and your team from a personal/business standpoint and what you can provide for them? We don’t have account minimums. If your friends, colleagues, kids, or family members are looking for financial advice, we’re here to help. Please don’t keep us a secret! Also, there’s no such thing as a dumb question. If you don’t know where your money is or what it’s worth, then we need to fix that. We want you to understand all aspects of your financial plan, and if you don’t, then we’ve failed as your Advisor. We want you to know what you’re doing, and more importantly, why you’re doing it. It’s your money, not ours. If you don’t agree with our recommendation, we’ll adjust. If you don’t want to invest in a particular sector or fund, that’s fine too. We can customize portfolios and create a plan that works for you. We’re flexible! Please reach out to Calvin, Tommy, and their team to learn more and introduce yourselves.

We had the most spectacular Di Modica Awards banquet last Saturday night, which beautifully capped off our annual Collaborate Conference 💐 The Di Modica Awards, named in honor of the influential Arturo Di Modica, celebrate outstanding achievements and innovations in our field. 👏 This event not only recognizes excellence but also fosters a spirit of unity and inspiration among all attendees. Each year, the awards highlight individuals and teams who have made significant contributions, setting benchmarks foe creativity and excellence that resonate throughout the industry. 🙌 Congratulations to this years' award winners: Team Member of the Year: Laura Rehberger Financial Planning: Marci Bair, CFP ® (she/her) and Victor Orozco, CFP®, CSRIC® Risk Management: Jennifer Han Malek Asset Management: Michele Pemberton Advisor of the Year: Michele Pemberton Million Dollar Club: Jeb Graham, CFP®, Tom Blumer, Christopher Rand, Ph.D., CFP®, Sally Ng, Gali Sherman, MBA, CFP®, Brian Padrick, CFP®, Michele Pemberton, Daniel D. Cherra, CFP®, ChFC, Kory Budinger, Calvin E. Lee, Jr. We will see you all next year!

We are in the final day of our annual Collaborate Conference, and it's bittersweet that the first day has already passed. We've gained invaluable insights from both our speakers and fellow WCG advisors. 🙌 A special thank you goes out to Simona Mocuta for her Economic Update; Libby Cantrill, CFA for her insights on the View from Washington; and to Jim Worden, CFA, CMT, CAIA, Cheryl Constantino, MBA, CFP®, Marci Bair, CFP ® (she/her), and Christopher Rand, Ph.D., CFP® for their discussions on WCG Model Portfolios. Kudos to Kory Budinger and Victor Orozco, CFP®, CSRIC® for their expertise on client acquisitions and system implementation; Sally Ng for her advanced planning strategies; Bill McManus, CIMA® for his guidance on mental retention techniques; and Holly Harben Swan for her advice on effectively working with affluent clients. It was a day full of enriching sessions, and we are eager to learn even more today. Thank you to everyone involved in making this event a tremendous success! 👏 #CollaborateConference #WCG #Grateful

Michele Pemberton: Resilient Trailblazer, Innovative Advisor, Dedicated Mother Michele Pemberton's career path is a vivid illustration of determination and the power of seizing opportunities in fields initially unimagined. Excelling in mathematics, Michele originally did not see financial advising in her future until a conversation with a high school friend opened her eyes to its possibilities. With a degree in business and finance in hand, she embarked on her financial journey by joining a small brokerage firm advertised in a newspaper, simultaneously juggling roles in the hospitality sector. Michele's pivotal moment occurred at Merrill Lynch, where she worked as a sales assistant and harbored ambitions of becoming an advisor. Despite facing obstacles, such as being denied entry into an advisor training program, she remained steadfast. Her persistence was rewarded at Prudential Securities (now UBS), where she underwent comprehensive training and tackled the formidable task of establishing a client base from scratch. With a keen understanding of the importance of resilience and personal branding in her profession, Michele went on to establish her own practice under World Equity Group, prioritizing innovation and teamwork. Her entrepreneurial journey took another significant leap forward when she acquired a WCG practice and transitioned her own client portfolio to WCG. Michele appreciates the collaborative culture at WCG, a rarity in the financial sector, where the sharing of ideas is encouraged among colleagues. Additionally, WCG stands out for its notably higher percentage of female professionals compared to other firms where Michele has previously worked, aligning with her values of inclusivity and diversity in the workplace. Beyond her professional success, Michele balances a rich family life, indulging in sports, camping, and recently completing a family home in Big Bear Lake. Michele Pemberton's narrative is more than a career biography; it's a story of overcoming obstacles, pioneering in a competitive field, and finding a fulfilling balance between work and personal life.

On BNN Bloomberg, our CIO, Jim Worden, CFA, CMT, CAIA, shared his take on the possibility of the S&P 500 reaching 6,000 points this year. Jim believes much of this hinges on the current AI surge we're witnessing. There's significant growth in tech, not limited to just Nvidia but across major tech players, which could be a driving factor. Additionally, Jim anticipates that if the Fed implements the three cuts, small-cap companies could see heightened performance. He points out the robust market breadth and expects the momentum to persist, albeit with potential volatility due to various political events taking place this year. Watch the interview for further insights into diversification strategies to mitigate potential downside risks ahead, sectors Jim finds appealing, opportunities within international markets, and more: https://shorturl.at/eoQX6

Navigating life insurance can be complex, but WCG's Insurance Department is here to simplify it for you! 🙌 For example, next month, Ray Bell will spotlight how the structure of your life insurance policy could affect your beneficiaries' taxes. Ever heard of the Goodman Rule and the Unholy Trinity? He'll break these concepts down into easy insights to help you avoid common tax traps. 😎 Ensuring your loved ones benefit fully from your planning shouldn't come with unexpected tax surprises. With WCG's Insurance Department, learn how to secure an efficient financial future. Stay tuned for more expert tips and reach out for tailored advice. Let’s secure your legacy together! ♥ #WCGInsights #LifeInsurance #TaxSmart #SecureYourFuture

This month, we're spotlighting the remarkable contributions of William Tangog to WCG. A recent TMRP survey response highlighted his pivotal role in their team's success, with feedback stating: "William Tangog has helped our team significantly with the transition of accounts to WCG. Thank you, William, for all you do to help our team." William's journey at WCG began two years ago, ignited by a pivotal encounter with Jimmy Lee, a guest speaker at his investment group class at UNLV. Armed with a degree in business management from the Philippines and previous experience as a licensed stock broker from 2007 to 2012, William has developed a profound passion for trading and investment management. His multifaceted role at WCG includes managing asset allocation spreadsheets, coordinating meetings, executing due diligence, compiling research, and leading trading activities at key times. William's trading prowess is backed by his rich experience, and his commitment to research demonstrates his dedication to ongoing education. Looking up to Jimmy for his intellect and friendly demeanor, William regards him as a role model, striving to emulate these characteristics. Beyond his professional endeavors, William places great importance on family, living with his parents and a brother, while consistently supporting his family back in the Philippines. His interests span playing basketball and enjoying rap music, but his commitment doesn't end there. William is devoted to helping advisors achieve their goals, showcasing a harmonious blend of personal ethics, professional commitment, and community engagement. Thank you, William, for being a part of the team!

We're just 4 WEEKS away from our most anticipated WCG weekend of the year! Each year, we host Collaborate Conference, which is followed by Di Modica Awards Banquet, a ceremony honoring advisors and team members who have excelled over the past year. 🌟 It's a weekend dedicated to collaboration, learning, celebration, and quality time with WCG advisors and team members from across the nation. This event is a highlight of our year, being the largest gathering we host, and we're eagerly looking forward to welcoming our advisors and team members very soon! 🙏 #CollaborateConference #DiModicaAwards #4weeks #WCG