These are characteristics that we believe differentiate Wealth Management Group, LLC from other financial services firms:
We work for you. We are not owned by nor are we a subsidiary of any other company.
Your portfolio will be custom designed to meet your specific needs considering your investment objectives, risk tolerance, cash flow needs and other factors you may specify.
You may place any reasonable restrictions on the management of your portfolio.
There are no long-term contracts. You may resign from our services at any time.
You may withdraw or add funds to your portfolio at any time.
Although we have a minimum recommended portfolio size, there is no minimum account size. So small accounts may be added to your portfolio and managed along with the larger accounts.
Your investments are placed with high quality, third-party custodians such as major brokerage firms, mutual fund companies and/or insurance companies.
Your investments are always held in accounts in your name. They are never comingled with the investments of any other investor.
In addition to our statements, you receive statements and confirmations directly from the custodians.
Competitive, Transparent Fees
We charge fees in arrears. We do not believe in charging for work we have not yet done.
We will never charge you an additional fee unless we get your prior consent.
We are not paid commissions on investments..
You get proactive and timely service.
You can personally meet with the professionals managing your portfolio four (or more) times a year at no additional cost.
With your consent, we will work directly with your attorney, CPA or other professionals to help implement your wealth management plan.
You may call any time you have questions about your personal finances.
We will either answer your questions or refer you to someone else who can.
Education and Experience
The President of our company has over 35 years of experience working with individual investors.
All of our senior staff members hold the Certified Financial Planner© designation.
In addition to investment management, we specialize in wealth protection, wealth enhancement and wealth transfer.
We have a disciplined approach to managing your portfolio that goes beyond just buying and selling stocks or picking mutual funds.
We use understandable, straight-forward strategies to help you meet your financial goals.
We have an educational style of presenting recommendations. We encourage you to ask questions.
We support the communities we serve.
Our associates are heavily involved in boards and committees of churches and other non-profit organizations.
Each year we donate many thousands of dollars worth of pro bono services to various non-profit organizations.
Our goal is to make your wealth work for you instead of you working for your wealth.
We help relieve the burden of wealth management so you have the freedom to do those things you really enjoy.
We believe there are things in life more important than money.