Palm Desert, CA Gateway Drive Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
The Wealth Consulting Group
Multi-team
Firm-wide stats for The Wealth Consulting Group
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
34220 Gateway Drive Suite 100
Palm Desert CA 92211
Advisors at this office
2
Advisors at this office
Nila T
ChFC®, Series 63, Series 65
Palm Desert, CA
The Wealth Consulting Group
Nila Tatum is a financial advisor with The Wealth Consulting Group, holding the ChFC® designation and Series 63 and 65 licenses. She has 31 years of industry experience, including roles at National Planning Corporation and LPL Financial. Tatum is based in Palm Desert, CA. 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 multiple analytical approaches and offers fiduciary services and integration with legal-service pathways.
Gloria F
CFP®, Series 63, Series 65
Palm Desert, CA
The Wealth Consulting Group
Gloria Franz is a CFP® professional with over 33 years of experience in the financial services industry. She is currently an advisor at The Wealth Consulting Group and has previously worked with National Planning Corporation. Outside of advising, she serves on the governing board of JFK Hospital and is a planning commissioner for the City of Indio. The Wealth Consulting Group offers wealth management, portfolio management, and financial planning services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment process combining multiple analytical approaches and integrates legal-service pathways through attorney affiliations and referrals.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)