Broker Check

Who We Serve

At Resource Consulting Group, Inc, our services are best suited for purpose-driven people who are serious about pursuing their life goals and dreams, yet see the wisdom in seeking guidance from a professional advisory firm. Those who typically gain the most value from our services have a financial net worth of at least $1M, and our comprehensive planning services are offered only for clients who have at least $500,000 in investable assets to place under our management. The ultimate success of our working relationship will be dependent upon our clear understanding of you and your values, your willingness to follow our advice, and ongoing open communications between us. On a case-by-case basis, we may consider a modular planning relationship with younger clientele who may not currently meet our minimum investment management standard.