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About
Niko Gamett is a Research and Trading Associate at The Wealth Consulting Group, based in Provo, Utah. In this capacity, he supports the firm’s investment research and trade execution, working closely with the advisory team to implement sophisticated portfolio strategies tailored to client needs. His work encompasses in-depth analysis of market trends, asset allocation, and risk assessment for private wealth clients.
Niko specializes in equity and fixed income markets, with a particular focus on developing research-backed strategies across domestic equities, corporate bonds, and diversified investment portfolios. He provides client-facing support through consolidated reporting and investment performance tracking, ensuring the firm’s recommendations are rooted in robust quantitative and qualitative research. His expertise extends to portfolio rebalancing, trade processing, and contributing to sector-based investment opportunities.
Prior to his current role, Niko gained experience as an accountant at Harold B. Lee Library, where he honed his analytical and organizational skills. He is pursuing his degree at Brigham Young University, emphasizing finance and investment management. Niko’s commitment to professional growth and his emerging impact in wealth management are demonstrated through his contributions to operational efficiency and client-focused research at The Wealth Consulting Group.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Wealth Consulting Group | Research and Trading Associate | May 2025 to Present | — |
| Brigham Young University | Student | Sep 2023 to Present | B.S. in Finance |
| Harold B. Lee Library | Accountant | Aug 2024 to May 2025 | ▪ Billed patrons for borrowed items which were returned damaged, lost, or had any other significant issues ▪ Assisted full-time faculty with bookkeeping and record keeping for billed patrons and insti... |
| The Wealth Consulting Group | Intern | May 2024 to Jul 2024 | ▪ Assisted licensed professionals by aiding in financial planning processes and facilitating client meetings ▪ Worked within the Investment’s department to help clients develop investment plans and st... |
| BYU - Payroll | Administrative Clerk | Oct 2023 to May 2024 | ▪ Answered phone calls addressing questions regarding paychecks, timesheets, or anything related to payroll ▪ Assisted student employees and full-time faculty in navigating tax forms such as W-4s and ... |
| Gamett & King CPAs | Administrative Assistant | Jan 2021 to Jul 2021 | ▪ Executed various administrative functions, including pickups, deliveries, and filing ▪ Prepared tax returns from client provided tax documents for partner review ▪ Assisted office with conversion fr... |
Education
Brigham Young University
2023 — 2027
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 | |
| Managing Partner | Palm Desert, CA , United States |