Consus Wealth Management Group, LLC
Your second set of eyes—protecting what you've built.
Private wealth advisory practice offering personalized guidance and national resources for confident financial decisions.
About
Consus Wealth Management & Osaic Wealth, Inc. is a private wealth advisory practice dedicated to helping families make confident financial decisions. With 30 years of experience, the firm specializes in custom financial plans tailored to individual goals, focusing on retirement income planning, tax-efficient strategies, and estate planning.
The firm leverages the national resources and collaborative strength of Osaic Wealth, Inc., a network of over 11,000 financial advisors serving all 53 U.S. states and territories with over $700 billion in assets under advisement.
Services
Financial Planning
Comprehensive financial planning to achieve retirement and other personal goals, including savings, investments, and estate planning.
Investment Advice
Active management of investments using a variety of strategies to generate tax-free and guaranteed income.
Tax Savings
Specialized strategies to reduce tax liabilities for individuals and businesses.
Consus 10TM Investment Strategy
A portfolio of ten top S&P 500 stocks selected to outperform the index over time.
High-Net-Worth Investors & Corporate Executives Services
Tailored investment services for preserving and growing assets of high-net-worth individuals and corporate executives.
Business Owners Services
Comprehensive financial planning for business owners, focusing on tax advantages, retirement planning, and business continuation.