Our Clients

People Who Benefit Most from Our Services


Almost always…

  • See the management of their investments as somewhat of a burden
  • Want someone they can trust to manage their investments for them
  • Want someone they can call whenever they have a financial question or problem who will provide them with an answer or solution or who will refer them to another competent professional who will
  • Dislike losing money more then they like making money.



  • Have an investment portfolio from $250,000 to $10,000,000
  • Are age 50 to 85
  • Do not think of themselves as financially wealthy
  • Have strong self-esteem but downplay their success
  • Are good providers for their families
  • Want good investment returns but want to sleep at night
  • Like an educational style of presenting ideas but don't want to be overloaded with information or to become a financial expert.
  • Want their financial advisor to understand them and help them avoid mistakes.
  • Want to plan for and maintain a secure retirement
  • Appreciate common sense, simplicity and the "bottom line".
  • Like to be appreciated.
  • Value peace of mind, security and happiness
  • Are not impressed with fancy advertising and glossy brochures .
  • Are cost conscious but will pay for convenience and expertise
  • Spend less money than they make
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IMPORTANT DISCLOSURES:  Wealth Management Group, LLC (WMG) is a registered investment adviser and may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where WMG and its investment adviser representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.