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WEALTH MANAGEMENT Group

Updated today

Client AUM

$31,692,909

Clients

170

Advisors

5

across 3 offices

About

Wealth Management Group, Inc. provides advisory services to individuals — including high net worth clients — and a range of institutional clients such as pension and profit‑sharing plans, charities, and retirement plans. The firm’s Brochure describes offerings that include financial planning (one‑time or ongoing and hourly consulting), discretionary investment management, a mutual fund asset allocation program, retirement plan consulting and 401(k) account management, and investment research.

WMG delivers advice through its investment adviser representatives who may rely on model allocation portfolios and multiple investment strategies (Income, Growth with Income, Growth, and Aggressive Growth) while selecting research and execution methods consistent with client objectives. The Brochure reports the firm manages approximately $31.7 million, all in discretionary accounts, and notes that its published investment research is sometimes provided without individual customization.

The Brochure also highlights the firm’s participation in educational conferences and events made available through its custodian relationship with Schwab, an activity the firm uses for advisor education and potential client programming. Additionally, WMG’s disclosure of access to a broad range of investment vehicles — including structured products, ETNs, hedge funds, managed futures, BDCs and options — points to a wider menu of complex and alternative investments than is typical for many peer firms of similar team size.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Individual 401k management services

Expertise

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting

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Fee options

Fixed

Financial planning flat fees range from $250 to $15,000; also investment research fees may be charged on flat rate basis

Percentage

$0 - $250,000: 1.25% $250,001 - $500,000: 1.20% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.10% $1,000,001+: 1.05%

Project-based

Up to $400 per hour

Other

Account minimum: $25,000 (negotiable) Fee-only: Hourly fees up to $400 per hour; flat fees ranging from $250 to $15,000

Main office

See office

Tipp City OH

Advisors at this office

1

Most active in

Nevada · Ohio · Texas

Also doing business as

J. Mathew Choyce Financial Advisors · Wealth Management Group · Wealth Management Group Inc · Wealth Management Group, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Hogan C

Series 63, Series 65

Houston, TX

WEALTH MANAGEMENT Group

Hogan Choyce is a financial advisor with Wealth Management Group, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America. Outside of financial advising, he works as a sanitation worker. Wealth Management Group, Inc. provides advisory services to individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm offers financial planning, discretionary investment management, and retirement plan consulting, utilizing multiple investment strategies and managing approximately $31.7 million in discretionary accounts.

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting
user avatar

Gavan G

Series 65

Beavercreek, OH

WEALTH MANAGEMENT Group

Gavan Griesmeyer is a financial advisor with WEALTH MANAGEMENT Group, holding a Series 65 designation and two years of industry experience. Prior to joining WEALTH MANAGEMENT Group, he worked at Key Bank for six years. WEALTH MANAGEMENT Group serves individuals, including high net worth clients, and institutional clients such as pension and profit-sharing plans, charities, and retirement plans. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, utilizing multiple investment strategies and providing access to a broad range of investment vehicles.

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting
user avatar

Michael G

CFP®, Series 63

Tipp City, OH

WEALTH MANAGEMENT Group

Michael Griesmeyer is a CFP® with 41 years of industry experience and has been with Wealth Management Group, Inc. since 1991. He is based in Tipp City, Ohio, and holds the Series 63 license. Wealth Management Group, Inc. provides advisory services to individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, utilizing multiple investment strategies and a broad range of investment vehicles.

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting
user avatar

Jason M

Series 63, Series 65

Houston, TX

WEALTH MANAGEMENT Group

Jason Mickey is a financial advisor with Wealth Management Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Park Avenue Securities for nine years and has been affiliated with Guardian Life Insurance Company since 2015. He operates an independent health insurance brokerage focused on individual and group health insurance and fixed/immediate annuities. Wealth Management Group serves both high net worth individuals and institutional clients, offering financial planning, discretionary investment management, retirement plan consulting, and investment research. The firm employs multiple investment strategies and provides access to a range of complex and alternative investment vehicles.

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting
user avatar

Alan B

Series 63, Series 65

Houston, TX

WEALTH MANAGEMENT Group

Alan Birsinger is a financial advisor with Wealth Management Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Wealth Management Group in 2023, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2021 to 2023, and previously spent 21 years at Invesco. Outside of advisory work, he serves as executor for family trusts and estates and operates as an independent agent for life and health insurance sales. Wealth Management Group provides advisory services to individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm employs multiple investment strategies and offers financial planning, discretionary management, retirement plan consulting, and access to a broad range of complex investment vehicles.

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting
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