At WCG, we believe that wealth management is achieved through a process-driven approach focused on protecting and managing all aspects of your family's wealth. Our core strategy revolves around comprehensive planning, prioritizing your interests by integrating important tax, risk management, asset management, estate, and philanthropic goals in every decision and action.
For owners of privately held businesses, we conduct a thorough analysis to determine the effect business ownership has on your personal wealth. Just as a business employs a CFO to coordinate the many aspects of its finances, WCG specializes in developing coordinated strategies and customized, tax-efficient solutions for individuals.
As your Personal CFO, our mission is to bring a comprehensive range of wealth management services that utilize our resources and expertise to address your unique/intricate financial needs. We collaborate with your existing professional advisors to ensure seamless integration and alignment of your financial strategies. Our goal is to provide you with the expertise and resources needed to effectively manage and grow your wealth, with your best interest at the forefront of everything we do.
Our services focus on the following areas:
- Financial Planning
- Insurance Planning
- Business Success Planning
- Retirement Income Planning
- Estate & Legacy Planning
- Investment Management
- Philanthropic/Charitable Giving
- Education Planning
- Trust Services
- Tax Strategies
*Tax services are not offered by The Wealth Consulting Group, WCG Wealth Advisors, LPL Financial or affiliated advisors.
**LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial
Calvin Lee
Wealth Advisor
Calvin is a seasoned wealth planning professional with 30 years of experience in helping clients achieve their dreams. His energy and passion drive him to inspire clients to envision goals beyond their imagination. Calvin firmly believes that building strong relationships with clients is key; when clients are well taken care of, everything else falls into place. Calvin is a proud Texas A&M alumni with a BBA who lives in Austin, TX with his wife, Donna. Their daughter, Callie earned a a Master's degree in Accounting from Texas A&M in 2019. On fall Saturdays, Calvin can be found in College Station cheering on the Aggies as a long-time football season ticket holder. Calvin serves on the Board of Children at Heart Ministries and is very involved with First Baptist Church in Round Rock. He and Donna love traveling, particularly to Disney and Destin, and Calvin enjoys playing a bit of golf and listening to his '50s & '60s oldies music.
Tommy Sauriol
Wealth Advisor
Tommy began his career in wealth management and financial planning in 2010, but his fascination with the stock market dates back to his childhood. Encouraged by his grandfather to invest his birthday money in his first stock, Tommy has been captivated by finance ever since. This early passion led him to study Finance at the University of Idaho - Go Vandals! After college, Tommy moved from Boise, Idaho to Austin, Texas to start his career with Charles Schwab. Though new to Austin, he quickly embraced the city's shared love of music, good food, and meeting new people. To enhance his ability to serve clients, Tommy earned his CERTIFIED FINANCIAL PLANNER (CFP) certification in 2014, which broadens an advisor's knowledge and credibility in a variety of important financial topics. As a fiduciary, Tommy believes that developing and monitoring financial plans is a vital component to act in the best interest of his clients. He enjoys presenting custom financial plans and discussing 'what-if' scenarios with clients to help them see the 'big picture' while striving to build and retain wealth. Outside of the office, you can find Tommy watching a football or baseball game, trying a new restaurant, taking in a concert, traveling, and spending time with his wife, Maggie, and their toy-Aussie, Cooper. Though his roots are in the Northwest, Tommy is proud to call Austin home.
Gretchen Saurage
Wealth Advisor
Gretchen's passion for finance began early, inspired by her family's deep roots in the industry. This interest guided her through various financial roles while she pursued a business degree at Texas A&M, graduating with honors in 2023 with a Bachelor's in Finance. During her time at Texas A&M, Gretchen completed the Financial Planning Program, gaining the expertise to become a CERTIFIED FINANCIAL PLANNER (CFP). She was drawn to building strong client relationships and strives to use her expertise to guide clients in achieving their financial goals through proactive planning and comprehensive wealth management. Her dedication to building strong client relationships and proactive planning led her to join WCG as a Financial Advisor. There, she focuses on helping clients manage and grow their wealth while acting as a fiduciary, ensuring that all actions align with clients' personal and financial goals. Recently, Gretchen moved to Austin, Texas, where she enjoys spending time with friends and family, attending concerts, and relaxing on the lake. She is also an avid traveler and a proud supporter of the Aggies!
General Information |
| Firm Start Year: | 1995 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | 2298756 |
| Name of Broker/Dealer: | LPL Financial and Fidelity |
| Name of Custodial Firm: | LPL Financial and Fidelity |
| States Licensed in: | AR, FL, GA, ID, LA, KS, MO, NC, OK, PA, SC, TN, TX, VA, WA |
| Number of Years with Current Firm: | 30 |
| Work with the following types of clients: | Non-Profit Organizations, Businesses, Individual Investors |
| Advisory Services Provided: | Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Video Conference, Our Office, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability |
Firm Information |
| Firm's Number of Clients: | 500 |
| Firm's Number of Managed Clients: | 500 |
| Advisor's Number of Clients: | 500 |
| Advisor's Number of Managed Clients: | 500 |
| Advisor's Number of Planning Clients: | 500 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Flat Fee, Commissions |
| Fee % Based on Assets: | 1% or less |
| Additional Details on Charges: | Our advisory fees are 1% annually, with reductions based on assets managed. We cover all transaction costs associated with buying or selling stocks, bonds, mutual funds or Exchanged-traded funds (ETFs). We include individual stocks and low-cost ETFs to help minimize client fees. |
FAQs |
Do you have a customer satisfaction or refund policy?Yes, if you don't think we are a good fit, then you fire us. |
What are your qualifications? What is your education background?We have 40+ years of combined experience, with educational backgrounds in business and personal finance. (Some of) Our team members also hold the CERTIFIED FINANCIAL PLANNER (CFP) designation, which "is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow," see more at: https://www.cfp.net/ |
How are you compensated? How will I pay for your services?We are primarily a fee-based firm. You will not write us a check; instead, fees are automatically paid from your investments quarterly. We will provide details involving any and all costs associated with engaging services of our firm. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?With advisory accounts, no, you give us discretion to make changes on your behalf with our advisory accounts. Providing discretion benefits you, by allowing us to act quickly and decisively during periods of market volatility. |
Will you be the only person working with me?We operate as a team, but there may be times when you visit with one, two, or all three of us. This approach provides clients with a larger support system enabling us to best accommodate your preferences and requests. |
Disclosures |
| https://www.wealthcg.com/disclosures |
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Additional Detailed Disclosures |
Disclaimer |
| Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 7:30 AM - 4:30 PM |
| Tue. | 7:30 AM - 4:30 PM |
| Wed. | 7:30 AM - 4:30 PM |
| Thu. | 7:30 AM - 4:30 PM |
| Fri. | 7:30 AM - 4:30 PM |
| Austin | San Angelo |
| Houston | Dallas |
| San Antonio | AR |
| FL | GA |
| ID | LA |
| KS | MO |
| NC | OK |
| PA | SC |
| TN | TX |
| VA | WA |
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