True wealth is rooted in the abundance of family and friends, the pursuit of dreams and aspirations, and the creation of a life and legacy that is personally meaningful and significant. Wealth Management Group offers thoughtful, experienced counsel and develops wealth management strategies tailored to the specific needs and goals of our clients.
We build lasting relationships and get to know them on a personal level, one at a time. By choosing to work with a select group of individuals, families and institutions, we ensure that each and every client receives the personalized attention he or she deserves. As independent LPL Financial advisors, we are not constrained by institutional or other proprietary offerings.
We build lasting relationships and get to know them on a personal level, one at a time. By choosing to work with a select group of individuals, families and institutions, we ensure that each and every client receives the personalized attention he or she deserves. As independent LPL Financial advisors, we are not constrained by institutional or other proprietary offerings.
Services
Our approach recognizes that we're all on a special journey-and that each of us requires a road map to help us get where we want to be. Our process seeks to help clients eliminate debt, better understand the financial decisions that support their situation, and improve family communication regarding money issues.
In the summer of 2002, Brian left the corporate investment world to start Wealth Management Group. After 14 years, 6 with Thrivent Financial for Lutherans and 8 with US Bank, he set out on his own with a vision. Paul's loyal client base is built mainly on referrals and word of mouth, a true testament to his sincerity, ability, and excellent customer service.
The relationship we share with our clients is built over time. It requires a high-level of trust and understanding, and we do not take this responsibility lightly. At Wealth Management Group, we appreciate that every client is unique. We get to know our clients - listening to their stories and learning what is important to them.
We work for our clients as we would for our own families. At WMG, we aspire to build lasting meaningful relationships based on trust, integrity and superior client service. Due to our defined process of manager selection, we are here to take the emotion out of your money management decisions. Our company structure allows us the independence to choose what is in your best interest, as we have no proprietary products.
Our philosophy begins with the belief that one's 'personal wealth' is not a number. Rather, it is the sum total of the people, possessions and causes in your life that you care deeply about and want to protect and maintain. Equally important, we believe that change is frequent and unpredictable. Our investment philosophy and management approach take both of these into account.
Reviews
Be the first to review Wealth Management Group.
Write a Review
