The Wealth Consulting Group Enhances Growth Strategy with Jason Ehrlich as New CFO

The Wealth Consulting Group's Strategic Appointment

The Wealth Consulting Group (WCG), a rapidly expanding hybrid Registered Investment Advisor (RIA) and wealth management platform, recently made headlines with the appointment of Jason Ehrlich as its Chief Financial Officer (CFO) and Head of Corporate Development. This strategic move is aimed at accelerating the company's growth trajectory as it navigates an increasingly competitive financial services market.

A Game-Changing Addition

Ehrlich brings a wealth of experience to WCG, with over 15 years in the investment sector, particularly focusing on financial services and wealth management. Prior to his new role, he served as a Managing Director and Head of Investments at Emigrant Partners, where he was responsible for leading investments in wealth management entities. This rich background uniquely positions him to steer WCG’s financial strategy and corporate development initiatives, including M&A activities and strategic partnerships.

Jimmy Lee, the Founder and CEO of WCG, expressed enthusiasm about Ehrlich's transition from a strategic advisor and Advisory Board member into this pivotal role. “Having Jason involved at this critical juncture for our firm is incredibly exciting,” said Lee. “His deep understanding of our operations and the strategic initiatives he has already helped us roll out will be invaluable as we look towards both organic and inorganic growth.”

Focus on Growth

In his newly created dual role, Ehrlich is expected to play a crucial part in shaping WCG’s long-term growth strategy. He will collaborate closely with existing teams to explore various avenues for expansion, leveraging both internal capabilities and external partnerships. His familiarity with the firm will aid in executing a strategic plan designed to address the evolving needs of both clients and advisors, as WCG aims to enhance its service offerings and market position.

Ehrlich himself commented on the opportunity, noting, “It’s been an exciting journey with WCG, and I look forward to being even more involved. The firm's commitment to its advisors and clients is deeply respected, and I’m eager to support their growth while applying my insights into its M&A strategy.”

Evolving Leadership Team

The announcement of Ehrlich’s appointment follows closely behind the elevation of other key executives within WCG, including the recent induction of industry veteran Andy Kalbaugh as President. Kalbaugh remarked on the significance of adding Ehrlich’s expertise at such a critical time for the firm, saying, “Jason is exactly the right person to help us achieve our ambitious growth plans. His experience will be crucial as we continue to capitalize on the opportunities offered by a consolidating industry.”