Wealth Advisors Group

Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, small business owners (including physicians and family‑owned businesses), retirees, pension plans, and charitable organizations. The firm manages accounts directly and, where appropriate, implements portions of client portfolios through independent managers or model portfolios.

The firm emphasizes risk management and tactically adjusts asset allocation, using strategic or tactical approaches, periodic rebalancing, and a broad set of investment opportunities including mutual funds, ETFs and individual equities. WAG develops and maintains model portfolios using BlackRock Fund Advisors’ Aladdin® Platform and makes use of model portfolios and third‑party managers while also disclosing that it markets performance information, including hypothetical performance and performance results.

WAG is a sponsor of wrap fee programs and discloses that it receives a portion of wrap fees for those services, a structure that differs from most peers. The brochure also highlights potential conflicts tied to its use of the Aladdin® models — including receipt of BlackRock research and model support contingent on maintaining a material level of assets in iShares ETFs — and notes other operational practices such as use of AI transcription and the firm’s oversight of independent managers.