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Mapping a Path to Your Financial Success

We are a boutique investment advisory firm helping you navigate your financial journey through every stage of life.

Secure Your Financial Future

Secure Your Financial Future

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.

Who We Serve

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.

<p class="">Financially Successful Individuals and Families

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.

Employees

Employees

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.

Small Business Owners

Small Business Owners

We work with small business owners and their employees to maximize retirement benefits, formulate retirement income strategies, reduce taxes, and execute efficient exit strategies.

Corporate Executives

Corporate Executives

We work with corporate executives to develop custom retirement strategies incorporating equity-based grants to maximize wealth and minimize taxes.

Wealth Management Services

Holistic Financial<br/> Planning

Holistic Financial
Planning

Investment <br/>Management

Investment
Management

Tax Planning <br/>Strategies

Tax Planning
Strategies

Wealth Transfer Strategies

Wealth Transfer Strategies

Employer-Sponsored Plans

Employer-Sponsored Plans

Small Business Retirement Planning

Small Business Retirement Planning

Social Security Income Analysis

Social Security Income Analysis

Rish Management

Rish Management

Our Three Step Process

Our process helps us comprehensively understand your unique situation and develop a holistic plan to address your specific needs and goals.

Step 1

Step 1

Step 1: Booking a Discovery Call

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.

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Step 2

Step 2

Step 2: Analyzing Your Situation and Creating a Plan

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.

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Step 3

Step 3

Step 3: Reviewing and Implementing Your Plan

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.

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Who We Are

Who We Are

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.

What Our Clients Say

Client Centered

Our team is honored to have been recognized in Forbes’ Best-In-State Wealth Management Teams (2023) list. The designation is awarded to a select number of teams in the industry — demonstrating our continued commitment to providing comprehensive wealth management services and maintaining a standard of excellence in our everyday practice.*

Ready to Get Started?

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.

Book your Discovery Call

Retirement Is Right Around the Corner

In this ebook, we share some retirement considerations as you round the corner toward this exciting milestone.



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