Just like our clients need a professional team of advisors to help them pursue their goals, we do too. We firmly believe that a strong team and partners help make our company stronger and provide us with the support and resources the allow us to be better advisors and wealth managers for our clients.
The Wealth Consulting Group
FTWM has partnered with The Wealth Consulting Group (WCG), to provide additional resources for our clients. The Wealth Consulting Group has a broad network of professional partners, spanning multiple financial disciplines, who assist in providing tailored advice and guidance needed throughout the financial decision-making process. Since 1995, WCG has partnered with independent financial advisors to develop a comprehensive process to assist clients with a myriad of complex wealth planning strategies. WCG is committed to delivering unbiased advice and innovative strategies for clients’ unique financial and investment needs.
Investment Strategy Committee
Bill Helkie-Chief Economist* Mark Senseman-Investment Strategist Jimmy Lee-Investment Strategist Chris Rand-Investment Strategist Marlo Still-Member Cheryl Constantino-Member Jim Brown-Member Joe Redmond-Member Matthew Pierce-Member
Not pictured: Beth Walker-Member Lawrence Weller-Member Victor Orozco-Member Barclay Callender-Member
*Bill Helkie is not affiliated with LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.
LPL Financial is not affiliated with The Wealth Consulting Group.