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Strategic Partners

The Wealth Consulting Group

Redwitz Wealth Management Group is an independent wealth management firm affiliated with the Wealth Consulting Group (WCG), a leading independent registered investment advisor (RIA) firm, with offices conveniently located throughout the Southwest.

WCG serves as our office of supervisory jurisdiction and provides Redwitz Wealth Management Group with access to certain services and capabilities that complement our existing team and offering. WCG enables us to serve a broader range of highly specialized and complex client needs, including access to WCG professionally managed model portfolios.

 

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.

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 949-727-0566

Email:
dbrockman@redwitzwealth.com

 

3 Park Plaza Suite 1700, Irvine, CA 92614

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  • Legal, privacy, copyright and trademark information

The financial consultants at Redwitz Wealth Management Group are registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC a registered investment advisor. WCG Wealth Advisors, LLC, Redwitz Wealth Management Group and The Wealth Consulting Group are separate entities from LPL Financial.

The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

The financial consultants at Redwitz Wealth Management Group are registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC a registered investment advisor. WCG Wealth Advisors, LLC, Redwitz Wealth Management Group and The Wealth Consulting Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ and CA

LPL Financial Form CRS

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