Wealth Management Group, LLC

Blog

Ribbon Cutting

It took a few months to get it organized, but our new office space is now official. Thanks to the Allen/Fairview Chamber of Commerce for a great ribbon cutting.
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On The Move: Our New Office Location

We are happy to announce the opening of our new office location. But don’t fear, we haven’t moved far! In fact, Wealth Management Group just relocated to a different suite in the One Allen Center building. Our new office is on the second floor, near the elevators. This space not only provides better visibility but will accommodate our growing firm and allow us ...
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Congratulations To Mayor Henry Lessner, CFP®

At Wealth Management Group, we are committed to our community, to making a difference where we can, and giving back out of our time, energy, and skills. As such, we are excited to announce that our very own Henry Lessner was recently elected Mayor of Fairview!This isn’t Henry’s first foray into local government. He was previously a member of the...
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Why I Became A Financial Advisor by Robert Lachica

At Wealth Management Group, LLC, we are proud of our team. We’d like to share a little more about each team member in a series of posts. I found my way into this career the same way many people do, by following a passion and seeing where it led. I didn’t always know I would end up in the financial industry, but as I grew more and more interested in finance an
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Why I Became A Financial Advisor by Manita Lam

At Wealth Management Group, LLC, we are proud of our team. We’d like to share a little more about each team member in a series of posts.

Recent research shows that American adults change jobs an average of 12 times during their lifetime. (1) Sometimes those job changes are drastic and are vastly different from previous roles. Other times, the transition...

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Manita Lam Has Received Her CFP® Credential!

At Wealth Management Group, we are committed to providing quality service, always striving to put you first and help relieve the burden of wealth management so you have the freedom to do the things you truly enjoy. One of the ways we carry out our mission of being a trustworthy knowledgeable guide is by continuing our education and enhancing our expertise.
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Why I Became A Financial Advisor by Henry Lessner

At Wealth Management Group, LLC, we are proud of our team. We’d like to share a little more about each team member in a series of posts. As we move through life, things often seem to get more complicated. We move up the ladder in our career and start a family, all the while trying to balance our wants and needs and our short-term and
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Qualified Charitable Distributions: A Smart Way To Give Back

Back in 2006, a law was passed making it possible for people over age 70 ½ to make tax-free charitable donations directly from their IRAs; these donations are called qualified charitable distributions (QCDs). On the surface, it just looks like another way to get a tax break by giving to charity, such as itemizing deductions. However, the benefits of this law are
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Why I Became A Financial Advisor by Bob Rothe

The Early YearsEver since I was a small child, I wanted to own my own business. I was always fascinated by how people make, spend and invest money.  By the time I was ten years old, I had borrowed my parent’s lawn mower and started my own lawn mowing business. At the same time, I
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Check the background of this financial professional on FINRA's BrokerCheck