Michael Woitkoski- The Wealth Consulting Group

Michael Woitkoski- The Wealth Consulting Group

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We act as our client’s Personal CFO, allowing them to focus on what is most important to them: family, friends, and freedom.

We at The Wealth Consulting Group serve the financial and wealth planning needs of individuals, families and businesses by acting as our client’s Personal CFO. By focusing on each person’s specific needs and objectives, the WCG team brings customized solutions, individually tailored, to each client engagement, helping our clients make the most important financial decisions of their lives.

04/22/2025

Honored to be recognized among LPL Financial's distinguished advisors for 2024. This achievement reflects our team's dedication in helping families navigate today's complex financial landscape with confidence. Thank you to our clients for trusting us with their financial journeys – your success drives our commitment to excellence.

Michael Woitkoski's fundraising page for United Way of San Diego County 04/01/2025

This is your final opportunity to be part of something BIG. Your donation supports economic mobility programs right here in San Diego County so we can provide the tools and resources that help children, individuals, and families thrive for generations to come.

Every dollar counts in transforming the lives of San Diegans! Click the link below to donate!

United Way of San Diego County

Michael Woitkoski's fundraising page for United Way of San Diego County Let's make an impact in San Diego County!

03/26/2025

Thanks to you - my friends, family and members of my local community, United Way of San Diego County has made incredible progress during our Live United, Give United campaign! We're getting closer to our goal, but we still need your support to cross the finish line. UWSD has already impacted over 53,000 lives this year, and with your help, we can make an even bigger difference. Help me keep the momentum going so we can hit our target before the month is over, Click the link below to donate! https://give.uwsd.org/fundraiser/6193527

Michael Woitkoski's fundraising page for United Way of San Diego County 03/19/2025

I’m excited to share that I’ll be teaming up with UUnited Way of San Diego Countyto help ensure families and children have the support they need to reach educational success and financial security and I'm inviting you to help me in building a stronger community!

Every donation, no matter the size, helps us continue to provide critical literacy skills to empowering families with the tools they need to reach financial independence, your contribution will be a game-changer.

Together, let's Live United and Give United! Click the link below to donate!

Michael Woitkoski's fundraising page for United Way of San Diego County Let's make an impact in San Diego County!

01/08/2025

This recognition from Five Star Professional is a testament to the trust my clients place in me and the incredible support of my team. Helping our clients and their families achieve their financial goals and secure their futures is my passion, and I’m deeply humbled by this acknowledgment. We truly believe that every person deserves to have peace of mind around their finances and the ability to pursue their goals and dreams. This award inspires me to continue providing clients with the freedom to make their own lifestyle decisions without financial stress and burdens.

Here’s to creating even greater financial futures together!

To see the whole profile please click below
https://fivestarprofessional.com/spotlights/136990

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Location

Telephone

Address

San Diego, CA

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm