Wealth Consulting Group - Financial Advisor in Sugar Land, TX | WiserAdvisor.com

Our first priority is helping you take care of yourself and your family or business. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. That cornerstone of open and honest communication allows us to deliver tailored, professional services designed to help our clients rise to their financial independence.

Wealth Consulting Group

With over 37 years in financial services, Jim began his career on Wall Street in 1987. He has held various roles, gaining extensive expertise in financial planning, tax and risk mitigation, and investment management. As an Accredited Investment Fiduciary (AIF&reg;), Jim prioritizes his clients' interests, creating and monitoring customized portfolio strategies. 
Jim holds the C(k)P&reg; Certified 401(k) Professional Designation, reflecting his expertise in corporate retirement plans. He serves as a trusted advisor to corporate entities and high-net-worth families. 
Jim moved to Houston in 1992 and lives in Sugar Land, TX, with his wife, a gynecologist with a women's healthcare practice. His daughter attends the University of Cincinnati, and his son attends the University of Houston.

As a CERTIFIED FINANCIAL PLANNER&trade; Professional, Kimberly is a reliable resource for developing financial
plans that align with her clients values and priorities throughout all phases of their lives. From college
planning to navigating retirement, estate planning and risk management, Kimberly creates confidence,
clarity and balance along the way. She is devoted to building strong, life-long relationships by providing
thorough assessments and delivering personalized strategies with a high level of client service. She finds
fulfillment in helping individuals and families reach financial freedom.

Sam Houston State University graduate, assist clients with their financial needs, while continuing to support current clients in meeting their respective goals. Focused on improving communications and servicing promise to our clients.

During periods where stock and bond values can be impacted by volatility, we pursue tactical changes within our client's portfolio. We manage portfolio risk on three levels: 
Level I: Strategic Asset Allocation 
Level II: Dynamic Asset Allocation 
Level III: Personalized Downside Risk Management

We implement strategies that address your unique risk tolerance, diversification, time horizon, cash flow and retirement needs.

We implement portfolio strategies that address our client's  unique risk tolerance, diversification, time horizon, cash flow, and retirement needs.

With help from our professional affiliates and network partners, we help our clients maximize net to heirs and charities, understand tax impact, and maintain financial independence.

We assess financial decisions to educate clients on their tax liability, such as Bracket Management and income Source Tax Diversification.

We review asset titling to identify opportunities to further mitigate risk from creditors. We also assess life and other insurance policy enhancement opportunities.

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Wealth Consulting Group

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