We are a boutique investment advisory firm helping you navigate your financial journey through every stage of life.
Welcome to the forefront of financial empowerment and strategic growth. At the Investment Consulting Group, we are dedicated to safeguarding and nurturing your financial future through expertly tailored wealth management strategies. Our commitment to excellence extends beyond common practice, as we take pride in offering a uniquely personalized approach to each of our clients. With a blend of astute market insights, cutting-edge technology, and a deep understanding of your individual aspirations, we stand ready to guide you on a journey toward lasting financial success and prosperity.
Our experienced investment professionals provide personalized retirement planning services to people of all backgrounds. We understand the unique financial challenges that each individual faces and work with them to develop a plan that meets their specific needs and goals.
Financially Successful Individuals and Families
We help financially successful individuals develop, implement, and monitor comprehensive financial plans designed to mitigate risk and enhance wealth accumulation and transfer strategies.
We help employees maximize their benefits and employer-sponsored plans to support a smooth transition into retirement via a personalized plan tailored to their needs.
We work with small business owners and their employees to maximize retirement benefits, formulate retirement income strategies, reduce taxes, and execute efficient exit strategies.
We work with corporate executives to develop custom retirement strategies incorporating equity-based grants to maximize wealth and minimize taxes.
Our process helps us comprehensively understand your unique situation and develop a holistic plan to address your specific needs and goals.
We begin our planning process with a discovery meeting. We listen and learn the answers to your critical questions about cash flow, yearly cost of living, and current savings. Equipped with this information, we can help you structure an approach designed to achieve your life plans and goals.
Each family is unique. Saving for college, retirement goals, required income, and personal situations will dictate a timeline and financial horizon. Investing for retirement is different from investing during retirement, and we prepare a comprehensive proposal with recommendations for your investment holdings and factors that will dictate the success of your retirement.
We meet with you to review recommendations designed to help you live the life you envision. We will review the steps necessary to implement your plan and make final adjustments to ensure it is achievable. Throughout our relationship, we emphasize the importance of flexibility to account for changes in your life and the macroeconomic environment.
The Investment Consulting Group is a cohesive team of seasoned investment professionals. We advise over 680 households and manage approximately $608M in assets (as of July 31, 2023). With a blend of youth and over 80 years of combined experience, our firm offers continuity in your financial plan for generations to come.
Securing your future begins with a single meeting. Our process will let you know where you stand financially and the necessary steps to navigate your financial future.
It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.