Jimmy Lee

@RyanDetrick @CNBCMorningCall @MorganLBrennan Thanks @RyanDetrick

Love seeing my friend @jleewcg on @CNBCMorningCall with @MorganLBrennan today! Excellent discussion. 👏 👏 ⏰ ☕ cnbc.com/video/2026/05/…

@CNBCMorningCall Thanks for having me on!

.@jleewcg , Chief Executive Officer of The Wealth Consulting Group, says investors are focused on earnings over geopolitics, with tech leading gains, rates likely falling and opportunities emerging across markets $SPX $NDX $IWM $EFA $AGG $TLT cnbc.com/video/2026/05/…

Vegas is great but don't take it from me. @jleewcg built an advisory biz approaching $10B here 🎲

@BreezeAirways You have our bag for 3 nights and we’ve been texting with your bot with no response. We don’t know where our bag is nor do we know if you have it. It was a direct flight from Las Vegas to Jacksonville. Jan 4 confirm TEWS3B. Bag tag number 0177717346. Please contact me.

Lock in your spring and summer travel plans ☀️ breezeairways.visitlink.me/I9cMpX Use code LOCKIN to get 40% off* round-trip base fares at checkout. Book by January 10, 2025, for travel from January 14, 2025, through September 2, 2025.

Always grateful to be on set with @MariaBartiromo discussing the markets! Lots going on with global rate cuts, China stimulus, and our election coming up. @FoxBusiness @MorningsMaria

.@jleewcg 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…

@Destiny3650 Hmmm ??

Highlight: “Investors 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,” Wealth Consulting Group CEO @jleewcg says. “So I think investors are aware of that."

Thanks, Shaun. It was great to get insights from three thoughtful practitioners.

⁦Investors were relieved when ⁦@jleewcg⁩ of ⁦@WealthCG⁩ finally rang the ⁦@NYSE⁩ 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

.@jleewcg CEO of @WealthCG on the panel with @JackOtter discussing our we use #ESG with our High Impact Portfolios

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!

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

Wishing you and your family a safe and Happy 4th of July!

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

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

WCG advisor Paul Lim, who is also on the board of advisors for @SDFLC, shares retirement planning advice on @KPBSNews: ow.ly/Y1R230jWfpo

Check out these deals for Cinco de Mayo! Have a safe and fun celebration! ow.ly/RmXS30jQLXn

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

The Wealth Consulting Group’s 2018 Di Modica! Congratulations to all award winners!