A complete list of active advisors currently associated with Wealth Group, Inc.

Warmer can help you find a great advisor at Wealth Group, Inc. or one who fits your needs even better.

Wealth Group generally serves individual clients by providing broad financial planning—covering tax, insurance, estate, retirement and related areas—and by assisting in the selection of third‑party investment advisers to implement investment strategies. The firm states that it does not directly manage client assets and instead refers clients to independent third‑party advisers for discretionary portfolio management. The firm’s process involves collecting detailed financial information and identifying clients’ goals and constraints to match them with suitable third‑party advisers; an associated person periodically reviews manager reports and contacts clients at least annually. The third‑party managers Wealth Group recommends may employ a range of strategies (including long‑ and short‑term purchases, trading, covered options and margin) and typically exercise discretionary trading authority while the firm itself does not take custody or trading discretion over client accounts. Noteworthy aspects disclosed in the brochure include a business model that shares compensation with recommended third‑party advisers and relies on hourly billing for planning services rather than asset‑based or performance‑based fees, conflicts the firm says it manages through a code of ethics and disclosure. The brochure also discloses that a firm principal conducts a licensed insurance practice and devotes a portion of time to insurance sales, generating commission income that is separate from the firm’s advisory compensation.

To learn more about the advisors currently working at Wealth Group, Inc., 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.