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Gretchen L

CFP®, Series 63, Series 65

Austin, TX

The Wealth Consulting Group

Gretchen Litzau is a CFP® professional with two years of experience currently advising at The Wealth Consulting Group. Her prior experience includes roles at LPL Financial, Intrua Financial, Edward Jones, and SunPro Solar. She also spent four years employed at Texas A&M University and James E Taylor High School. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporations, retirement plans, and trusts. The firm employs a blend of active and passive investment strategies and offers services such as discretionary portfolio management, financial planning, and access to third-party managers, supported by a legal and implementation model that includes estate-document facilitation.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Thomas S

CFP®, Series 63

Austin, TX

The Wealth Consulting Group

Thomas Sauriol is a CFP® with 15 years of industry experience, currently serving as an advisor at The Wealth Consulting Group. He previously worked at intrua Financial and LPL Financial. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, and integrates legal-service pathways to support comprehensive client needs.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Calvin L

Series 63, Series 65

Austin, TX

The Wealth Consulting Group

Calvin Lee Jr. is a financial advisor with The Wealth Consulting Group in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at LPL Financial and Intrua Financial before joining WCG Wealth Advisors, LLC. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across various investment vehicles and platforms, and integrates legal-service pathways within its advisory framework.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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