Austin, TX Office
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The Wealth Consulting Group
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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.
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Expertise
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Demographic focus
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Location
5000 Plaza on the Lake Suite 130
Austin TX 78746
Advisors at this office
3
Advisors at this office
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.
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.
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.
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