Minority-owned advisory firm makes diversity a priority – InvestmentNews

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Women’s work: Female advisers of The Wealth Consulting Group at the firm’s annual black-tie dinner.

The typical adviser at most financial firms is a 50ish-year-old white male, but not at The Wealth Consulting Group. We are an independent registered investment adviser that stands out among our peers because WCG is owned by a first-generation Asian-American and we have a strong belief in diversity from the top down. The firm, which has assets under management in excess of $1.3 billion, has a diverse employee and adviser base.

Since the firm’s inception, diversity among our advisers and team members has been a focus when making hiring decisions. Our offices are in locations where the…

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