A complete list of active advisors currently associated with WEALTH MANAGEMENT Group

Warmer can help you find a great advisor at WEALTH MANAGEMENT Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at WEALTH MANAGEMENT Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.