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About
Michele Brigman-Pemberton is a Managing Partner and Financial Advisor at The Wealth Consulting Group, based in Palm Desert, California. In her role, she leads advisory services focused on financial planning, generational wealth transfer, and comprehensive investment management for individual clients and families. She is actively involved in strategic financial planning initiatives, tax season guidance, and retirement planning, frequently sharing expertise through educational content for clients.
Michele’s professional background spans over a decade in wealth management, including prior experience as Managing Partner at Praxis Wealth Management, where she provided tailored investment and tax strategies for high-net-worth individuals and closely held businesses. Her areas of sector focus include financial planning, tax strategy, retirement solutions, and multi-generational wealth management, with a particular emphasis on serving the needs of women and generational wealth transfer.
She holds a bachelor's degree in Business/Finance from the University of Phoenix, equipping her with a strong foundation for navigating complex investment challenges. Michele is recognized for her commitment to empowering clients through education and her contributions to advancing women’s roles in wealth management, particularly around the dynamic of the Great Wealth Transfer and tax efficiency in retirement.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Wealth Consulting Group | Managing Partner | Nov 2017 to Present | — |
| The Wealth Consulting Group | Managing Partner, Financial Advisor | Nov 2017 to Present | The Wealth Consulting Group in Rancho Mirage Managing Partner and Wealth Advisor at The Wealth Consulting Group 70-177 Highway 111, Suite 201, Rancho Mirage, CA 92270 MISSION: * Educate, Enlighten & E... |
| Praxis Wealth Management | Financial Advisor - Managing Partner | Jun 2010 to Nov 2017 | — |
| Morgan Stanley Smith Barney | Financial Advisor | May 2003 to Jun 2010 | — |
Education
University of Phoenix
Bachelor's degree, Business/Finance
Others at WCG Wealth Advisors LLC (3)
| Name | Role | Location |
|---|---|---|
A Anthony Turcotte | Managing Partner | Westlake Village, CA , United States |
| Managing Partner | Des Moines, IA , United States | |
| Research and Trading Associate | Provo, UT , United States |