shrier wealth management among high financial advisors selected to attend barron's prime...

Shrier Wealth Management Among High Financial AdvisorsSelected To Attend Barron's Prime Unbiased AdvisorsSummit

Our imaginative and prescient is to be considered the most effective wealth management companytop Beverly Hills investment advisor of its type within the minds of our clients and facilities ofinfluence.

Paul has been with RBC Wealth Administration since 1997. Beforehand, he spent 10 years in thefinancial services business. Paul acquired his B.A. degree from St. Mary's University. He holds theChartered Life Underwriter (CLU) and Chartered Financial Advisor (ChFC) designations. As part ofhis duties, Paul works with RBC Wealth Management Financial Advisors to develop retirement plansfor companies and succession plans for families. Paul focuses on employing insurance-primarilybased methods and solutions to help purchasers achieve their wealth switch targets. Paul also worksintently with shoppers' financial and legal advisers to determine appropriate wealth planning andinsurance coverage strategies.

Headquartered in Las Vegas, Nevada, WCG is an impartial wealth management and financialservices firm with workplaces conveniently situated throughout the Southwest and serving clientsnationally. The agency started as a sole proprietorship owned and operated by certainly one ofWCG's principals. His vision was to develop into a single supply for affluent people and companies towork with a staff of skilled advisors who quantity among the many business's most highly trainedand finest supported.

It's not uncommon for our advisors to coordinate and facilitate meetings with different shopperadvisors similar to belief attorneys and CPA's for the advantage of our clients. We consider that theAlpha� we are able to bring to our client relationships lies principally in our capacity to helpestablish issues that a lot of our purchasers did not know that they had and tackle them. Our senioradvisors are leaders within the trade and sought after speakers for seminars, media appearancesand trade events. WCG and its clients are part of a protracted tradition of excellence where wepreserve places of work as lots of our advisors have been entrenched in their communities fordecades.

Welcome to The Wealth Consulting Group (WCG). Since 1995, WCG has served the varied financialand wealth planning needs of completed individuals, families and companies searching for unbiasedrecommendation and complicated financial methods. WCG advisors draw upon the broad expertiseand talent within our agency and across our alliance partners, to develop strategies for thecomplicated financial challenges that accompany affluence. Serving as your Personal CFO , we helpyou set and implement clear objectives aligned with your wants, values and aims.