WHO WE SERVE
We work in tandem with the advisors of high-income, high net worth clients to achieve specific financial outcomes that they desire.
SPORTS & ENTERTAINMENT
Join the many artists, entertainers, athletes, drivers, executives, and owners who have chosen to put their trust in Consensus Consulting Group. To learn more about our integrated planning, investing, and banking services, we are there to serve your needs.
HIGHLY PAID EXECUTIVES
Our team provides custom tailored wealth management solutions to help you meet your future financial needs. Whether it is tax-efficient portfolios, asset protection strategies, private investment access, or risk management, our team of professionals can create programs where your interest comes first.
COLLEGIATE/NON PROFITS
Guidance specifically tailored to your organization. We understand the challenges to colleges and other nonprofits and can provide an array of tax and business advisory solutions. Enlist our experienced team for not-for-profit and higher education advisory solutions.
BUSINESS OWNERS
Looking for a path to Financial Freedom?
Plan your business exit to align with your business goals. Our business professionals can help you with tax and estate planning strategies, Initial public offerings, acquisition, and succession planning. This also can include wealth management, charitable planning, and asset allocation for your specific wealth objectives, risk tolerance, and future plans.
DONORS
By working with our clients’ estate planning attorneys, accountants and other key professionals, and consulting with their chosen team as it relates to particular gifts or grants, we are able to offer donors a seamless experience that ensures their philanthropy is fully integrated into their overall financial vision.
ADVISORS
By working directly with advisors we put together a team of professionals to provide unique solutions custom tailored to meet the needs of their clients.