OUR STORY

 
Wealth Management Group was founded in 2003 at a time when the term wasn’t commercialized nor was it used by Wall Street Firms to push their next investment. The new and invigorating concept would soon transform the landscape of mainstream financial advice. No longer would hard working Americans trust in and rely upon the solo advisor model that was shrouded in conflicted, proprietary, cookie cutter advice. A new method of delivering value to American families through comprehensive wealth management was created to re-instill faith and confidence with all of those that had lost trust in the traditional model of financial advice. This is Wealth Management Group.

WMG is comprised of dedicated professionals who left the larger Wall Street Firms to form a company that provides unbiased, custom-tailored solutions to the clients we serve. We are different in that we are a family office – and the clients we engage become part of our family. We don’t focus on products for retirement, but first a strategy to get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on investment management, retirement cash flow, tax, estate, and retiree health care. Our clients stay with us because we have conversations that run deep, way beyond how stocks perform. It is our goal to deliver proactive strategies in a manner that is a reflection of our clients’ hopes and dreams .