Each of our clients has a unique story. At Wealth Management Group, we are
committed to helping you live the story of your dreams – a life
that's important to you – by ensuring your financial peace-of-mind. We've
been our clients' trusted partner for nearly fifteen years by carefully
listening to their needs, concerns, and dreams. Our holistic approach seamlessly
integrates an individualized mix of services, including: Our Team
• Financial Plans
• Retirement Plans
• Business Owner Plans
• Investment Strategies
• Tax Management
• Insurance Portfolios
• Estate Plans
• Debt Reduction Strategies
• Wealth Protection
• Personal Guidance We've also had the privilege of co-authoring many new chapters and alternate endings along the way.
Whether you're approaching retirement or just beginning your career; preparing to send your children to college or just starting a family – it's never too early or too late to have the peace-of-mind that your financial life is in order. Call or write to set up an Initial Discovery Meeting and learn about everything we have to offer.
We look forward to getting to know each other, and helping you write the rest of your story!
Your financial planning team,
What Sets Wealth Management Group?
We care about your story.The first question our prospective clients ask is nearly always,„Why should we work with Wealth Management Group as opposed to another advisor or planner?“ Our answer is always the same: „We care about your story.“
Providing Peace-of-Mind Our team takes a holistic approach to financial planning, addressing investments, wealth protection, tax management, debt management, and legacy considerations, all with a keen eye trained on your overall goals and quality of life. We also ensure that investment portfolios are carefully aligned with your individual risk tolerance, so you are comfortable with your investments, and don't have to worry about day-to-day market fluctuations.
Our expertise is diverse. Not only do we have an extensive background in working with established clients to maximize their assets and prepare for (or continue to enjoy) a fulfilling, worry-free retirement; but we are also experienced in helping the young, yet-to-be-wealthy professional build the foundation for a solid financial future.
Building Trust Every Day We want you to be confident that we are working as hard as possible on your behalf. We want to ensure that your financial goals are met. It is extremely important that you trust in us, that you feel comfortable involving us in this personal part of your life. This is why we are so serious about our roles as fiduciaries. This means that, under securities law, we must act solely in your best interest, not ours.
But for us, being fiduciaries doesn't go far enough. It is critical that the responsibility for the quality of our relationship with you rests on our shoulders, not yours. How can you, our client, be certain that we are putting you first? We start by offering a money-back guarantee on our Wealth Planning Service and advice.
Then, should you ask us to implement your plan, we have structured our compensation to be aligned with your success as much as possible. Much of our compensation is the same, regardless of the investment product you select. Our pay-as-you-go approach means we succeed when you succeed, and vice versa. Day in and day out, we must strive to earn your trust and your continued business.
Our Story Trust. Honesty. Respect. Peace-of-Mind. We believe that our clients deserve a financial planner who embodies these hallmarks of excellence, and we strive to exemplify these standards every day.