Wealth Management Group

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Helping people create, manage, and preserve wealth.

Legal Notices and Disclosures

Welcome to the website for Wealth Management Group, Inc., referred to hereinafter as the “website.”

By accessing and using this website, you acknowledge that you have read, understand, and agree to be bound by all of the terms and conditions set forth below. We reserve the right to amend these terms of use.

PRIVACY POLICY

Any personal information submitted by you on this website is maintained in accordance with our Privacy Policy. Please carefully review our Privacy Policy.

DISCLOSURES

Firm Brochure (ADV Part 2A)

LINKS TO THIRD PARTY WEB SITES

This website may contain links to other third party sites. These links are solely for the convenience of our website visitors. The inclusion of these links does not imply affiliation, sponsorship, or endorsement. Please review our Privacy Policy before providing any personal information to such sites.

CONTACTING US

If you have questions about these terms of use, the Privacy Policy, or other questions concerning this website, please contact 937-877-1280.

What sets WMG apart?

WMG requires our advisors to operate as “fiduciaries” for our clients.

What is a fiduciary? A fiduciary is an advisor who must act in your best interest.

WMG advisors must do their best to ensure their advice is informed by complete information, which means looking into all potential options for a client. Advisors are also required to avoid and disclose any conflicts of interest, and always aim to execute trade orders at the lowest price and with the most efficiency.

If you’re looking for a financial professional that will always put your interests first, you’re in the right place.

Questions? Email Us

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Ready to start? We’re here to help

Nothing compares to the confidence you get from knowing you’re prepared for your financial future.

Retirement Planning

Our team will work with you to determine the best plan or strategy to pursue your retirement goals.

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Financial Planning

Gain confidence by knowing you’re prepared for your financial future.

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Tax Planning

Our team will work with you to develop a comprehensive tax minimization plan.

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