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Posted July 20, 2023
Financial advising group V Wealth, based in Overland Park, merged with Wealth Consulting Group, a hybrid RIA firm headquartered in Las Vegas, raising the buyer’s assets in the billions.
The merger with V Wealth—advising more than $2 billion in client assets—brings WCG’s assets to more than $7 billion under advisement and more than $5 billion under management, according to Wealth Consulting Group.
“The WCG team provides exactly what our advisors have been asking for, which are additional services they believe are valuable to their clients. WCG has created solutions that independent advisors are seeking with economics for the advisor that are second to none,” managing partner of V Wealth Tom Blumer said.
WCG provides services such as financial planning, investment strategies, insurance brokerage, practice management, marketing, admin, office space, M&A support, and various other services for their advisors.
V Wealth merger went into WCG’s wealth management platform effective Friday.
Read the full news release, here.