Jimmy Lee (@jleewcg) 's Twitter Profile
Jimmy Lee

@jleewcg

founder and ceo of the wealth consulting group #personalcfo. Securities offered through LPL Financial, Member SIPC sipc.org Investment advice via WCG

ID: 2192193697

linkhttp://www.wealthcg.com calendar_today13-11-2013 12:07:58

498 Tweet

254 Followers

254 Following

Jimmy Lee (@jleewcg) 's Twitter Profile Photo

Rooting on our very own Las Vegas Golden Knights as they play Game 2 in tonight's Stanley Cup Finals against the Washington Capitals! #goknightsgo #stanleycupfinals #nhl

Rooting on our very own Las Vegas Golden Knights as they play Game 2 in tonight's Stanley Cup Finals against the Washington Capitals! #goknightsgo #stanleycupfinals #nhl
Jimmy Lee (@jleewcg) 's Twitter Profile Photo

Jimmy Lee, CEO of The Wealth Consulting Group discusses the tech sector’s market dominance and the value of diversifying assets. ow.ly/9rOX30kZZ59

Jimmy Lee, CEO of The Wealth Consulting Group discusses the tech sector’s market dominance and the value of diversifying assets.

ow.ly/9rOX30kZZ59
Jimmy Lee (@jleewcg) 's Twitter Profile Photo

WCG-WV, State Street and Trillium asset management hosted a fun, casual event involving Investing Responsible by having a High Positive Impact on society at Topa Topa Brewing Co. in Ventura, CA. We want to thank everyone that was in attendance for this great evening!

WCG-WV, State Street and Trillium asset management hosted a fun, casual event involving Investing Responsible by having a High Positive Impact on society at Topa Topa Brewing Co. in Ventura, CA.   We want to thank everyone that was in attendance for this great evening!
Jack Otter (@jackotter) 's Twitter Profile Photo

⁦Investors were relieved when ⁦Jimmy Lee⁩ of ⁦WealthCG⁩ finally rang the ⁦NYSE šŸ›ā© bell to end a brutal day of trading. Of course the real excitement of his day was joining my panel on ESG investing, hosted by ⁦DWS Group⁩

⁦Investors were relieved when ⁦<a href="/jleewcg/">Jimmy Lee</a>⁩ of ⁦<a href="/WealthCG/">WealthCG</a>⁩ finally rang the ⁦<a href="/NYSE/">NYSE šŸ›</a>⁩ bell to end a brutal day of trading. Of course the real excitement of his day was joining my panel on ESG investing, hosted by ⁦<a href="/DWS_Group/">DWS Group</a>⁩
Yahoo Finance (@yahoofinance) 's Twitter Profile Photo

Highlight: ā€œInvestors have seen this many times play out before in the Middle East and in most cases, when we do have conflict, the equity markets end up down the road doing pretty well,ā€ Wealth Consulting Group CEO Jimmy Lee says. ā€œSo I think investors are aware of that."

Citywire RIA (@citywireria) 's Twitter Profile Photo

.Jimmy Lee of WealthCG believes that rather than trying to miss market declines, advisors should help their clients understand and withstand them. He explains his thinking in this interview with Citywire RIA. Read: citywire.com/ria/news/don-t…

Jimmy Lee (@jleewcg) 's Twitter Profile Photo

This week, WCG held its first ever Advisor Roundtable in Las Vegas. Advisors met to share best practices ideas, discuss industry changes and had a little fun along the way. #wcg #collaboration #financialindustry

This week, WCG held its first ever Advisor Roundtable in Las Vegas.  Advisors met to share best practices ideas, discuss industry changes and had a little fun along the way.  #wcg #collaboration #financialindustry
Jimmy Lee (@jleewcg) 's Twitter Profile Photo

The Wealth Consulting Group is proud to announce that it will be an Official Sponsor Partner of the ANA Inspiration- the LPGA's first major of the season! To be held at Mission Hills Country Club in Rancho Mirage, CA from March 29th-April 1st, 2018.

The Wealth Consulting Group is proud to announce that it will be an Official Sponsor Partner of the ANA Inspiration- the LPGA's first major of the season!  To be held at Mission Hills Country Club in Rancho Mirage, CA from March 29th-April 1st, 2018.
Jimmy Lee (@jleewcg) 's Twitter Profile Photo

Celebrating all of our wonderful women advisors and team members at WCG today! Thank you for all that you do! #wcg #womensday

Celebrating all of our wonderful women advisors and team members at WCG today! Thank you for all that you do! #wcg #womensday
Jimmy Lee (@jleewcg) 's Twitter Profile Photo

Wishing all of the athletes participating in this week's #ANAInspiration an amazing tournament! #wcg #inspirationstartshere #LPGA #womeningolf #investinwomen ow.ly/Bh3c30jauED

Wishing all of the athletes participating in this week's #ANAInspiration an amazing tournament! #wcg #inspirationstartshere #LPGA #womeningolf #investinwomen

ow.ly/Bh3c30jauED
Jimmy Lee (@jleewcg) 's Twitter Profile Photo

The typical adviser at most financial firms is a 50ish-year-old white male, but not at The Wealth Consulting Group," says our VP Marci Blair. Read why #diversity matters in @newsfromIN. bit.ly/2F9KCtB

Jimmy Lee (@jleewcg) 's Twitter Profile Photo

Spring cleaning doesn't always mean house cleaning. It also means reviewing your beneficiary designations. Check out this article from WCG advisor, Kristine Rodarte: ow.ly/92pC30k8cmZ

Spring cleaning doesn't always mean house cleaning.  It also means reviewing your beneficiary designations.  Check out this article from WCG advisor, Kristine Rodarte:

ow.ly/92pC30k8cmZ