Since 1995, WCG has served the diverse financial and wealth planning needs of accomplished individuals, families and businesses seeking unbiased advice and financial strategies to help them achieve their goals. As your advocate, we draw upon the broad expertise and talent within our firm and across our alliance partners, to develop strategies for the complex financial challenges that accompany affluence. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives.
Cheryl is a CERTIFIED FINANCIAL PLANNER™ professional, a certification granted by the Certified Financial Planning Board of Standard after fulfilling specific education, examination, experience and ethics requirements. She is a regular speaker on financial and retirement planning topics and was selected as a person of INfluence for investments by INBusiness Las Vegas in 2005.
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