Albuquerque, NM B Montgomery Blvd. NE Office
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The Wealth Consulting Group
Multi-team
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About
The Wealth Consulting Group is an SEC‑registered wealth management firm that provides advisory services to a mix of individual clients (including high‑net‑worth individuals), corporate clients, retirement plans, and trusts. Services include discretionary portfolio management, financial planning and consulting, access to third‑party money managers and sponsored wrap programs, and implementation through major custodial platforms.
The firm tailors strategies to client goals and risk tolerances using a mix of fundamental, technical, macroeconomic, and quantitative analysis, and it manages portfolios with periodic review and rebalancing. WCG deploys both active and passive investments, model portfolios and SMA/MP platforms, and offers an advisor‑enhanced, algorithmic Guided Wealth Portfolios service that incorporates automated tax‑lot selection and tax‑harvesting features.
Distinctive features include the firm’s legal and implementation support model: some supervised persons are licensed attorneys and WCG facilitates estate‑document preparation and referrals to attorneys and other legal specialists via third‑party vendors. At an enterprise scale, it also operates a multi‑platform business with dually registered advisors and formal relationships with LPL, Schwab, and Fidelity, and it combines traditional advisor oversight with outsourced managers and digital model portfolios.
Based on The Wealth Consulting Group
Expertise
Based on The Wealth Consulting Group
Demographic focus
Based on The Wealth Consulting Group
Location
4600 B Montgomery Blvd. NE Suite 104
Albuquerque NM 87109
Advisors at this office
3
Advisors at this office
Edward S
CFP®, Series 63
Albuquerque, NM
The Wealth Consulting Group
Edward Stone Jr. is a CFP® credentialed financial advisor with 38 years of industry experience. He is currently with The Wealth Consulting Group and has a long tenure at LPL Financial dating back to 1992. 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, corporations, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.
Pamela S
Series 66
Albuquerque, NM
The Wealth Consulting Group
Pamela Stanley is a financial advisor at The Wealth Consulting Group with 10 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2014. In addition to her advisory role, she serves as a judge of elections for the Valencia County Bureau of Elections and provides notary public services. The Wealth Consulting Group offers 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 that integrates multiple analytical approaches and provides access to various custodial and third-party platforms, alongside legal-service integration and fiduciary support.
Eric A
ChFC®, Series 63, Series 65
Albuquerque, NM
The Wealth Consulting Group
Eric Altenburg is a financial advisor with The Wealth Consulting Group in Albuquerque, NM. He holds the ChFC® designation and Series 63 and 65 licenses, with 32 years of industry experience. Altenburg previously worked at LPL Financial for over a decade. Outside of his advisory work, he owns Duke City Speed LLC, a drag racing business. WCG Wealth Advisors, LLC 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 that integrates fundamental, technical, macroeconomic, and quantitative analysis and supports clients through multiple custodial platforms and fiduciary services.
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