Edmond, OK 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
212 East 2nd Street
Edmond OK 73034
Advisors at this office
2
Advisors at this office
Lynn B
Series 66
Edmond, OK
The Wealth Consulting Group
Lynn Bilodeau is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and 17 years of industry experience. She has worked with firms including LPL Financial and Householder Group Estate & Retirement Specialists. In addition to her advisory work, Bilodeau owns a law practice and is licensed as a notary public in Oklahoma. 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 sponsors, charities, and trusts. The firm employs a tailored investment process integrating multiple analytical approaches and offers a range of advisory and fiduciary services supported by an extensive platform network.
Darlene S
Series 63, Series 65
Edmond, OK
The Wealth Consulting Group
Darlene Shipe is a financial advisor with The Wealth Consulting Group in Edmond, OK, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her prior work includes roles at LPL Financial, LLC and Householder Group Estate & Retirement Specialists. 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 approach that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager programs.
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