Des Moines, IA 3106 Ingersoll Ave 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.
Based on The Wealth Consulting Group
Expertise
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Demographic focus
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Location
3106 Ingersoll Ave
Des Moines IA 50312
Advisors at this office
3
Advisors at this office
Sybil P
Series 63, Series 65
Des Moines, IA
The Wealth Consulting Group
Sybil Poage is a financial advisor with The Wealth Consulting Group in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior work includes roles at LPL Financial, Peoples Trust Savings Bank, Sorrento Pacific Financial, Iowa State Bank, and INVEST Financial Corp. Poage also maintains investment advisory activities through WCG Wealth Advisors, LLC. 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, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integrated legal-service pathways alongside its advisory offerings.
Meredith M
Series 63, Series 66
Des Moines, IA
The Wealth Consulting Group
Meredith Mussmann is a financial advisor at The Wealth Consulting Group with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Cambridge Investment Research and Edward Jones. 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 various analytical approaches and offers services through multiple custodial platforms and sponsored programs.
Zoe P
Series 66
Des Moines, IA
The Wealth Consulting Group
Zoe Pins is a financial advisor at The Wealth Consulting Group with a Series 66 credential and one year of industry experience. She has worked at several firms including LPL Financial and LivWel Advisors. Outside of her advisory role, she is employed by Lululemon. The Wealth Consulting Group is an enterprise firm serving a diverse client base ranging from non-high-net-worth individuals to corporate and institutional clients. The firm employs a tailored investment process that integrates multiple analytical approaches and offers a range of advisory and fiduciary services, including legal-service integration and sub-advisory support.
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