Helping people create, manage, and preserve wealth.

Privacy Policy

Your Privacy is Our Priority

At Wealth Management Group, Inc., we value the confidence you have placed in us. In trusting us with your assets, you provide us with personal and financial data. Wealth Management Group, Inc. is committed to maintaining the confidentiality of the personal non‐public information (“personal information”) entrusted to us by our customers. Your privacy is very important to us, and we are dedicated to safeguarding your personal information as we serve your financial needs.

Our Privacy Policy

We believe you should know how we collect and protect your personal information. This Privacy Policy (“Policy”) describes our practices and policy for collecting, sharing and protecting the personal information of our prospective, current and former customers. The Policy is applicable to Wealth Management Group, Inc. We are proud of our Policy and hope you will take a moment to read about it.

Information We Collect

The type of personal information we collect and use varies depending on the products or services you select. We collect personal information that enables us to serve your financial needs, develop and offer new products and services, and fulfill legal and regulatory requirements. Depending on the products or services you request, we obtain personal and financial information about you from the following sources:

Information, such as your name, address, social security number and financial information such as assets, liabilities, income, and tax information provided on applications, statements, tax returns, and other forms we receive from you or your investment adviser representative; Information regarding your estate, your estate planning, and living will provided to us by you or your investment adviser representative; Information from your communications with Wealth Management Group, Inc. or from your investment adviser representative, which may be provided to us by telephone or in writing; Information about your transactions, such as the purchase and sale of investments or insurance products, account balances and parties to the transactions, which we receive from our affiliates or other third parties.

Sharing of Personal Information

We may share your personal information with our affiliates so that they may process and service your transactions. However, Wealth Management Group, Inc. never sells customer lists to any third party. Further, we do not disclose personal information to nonaffiliated third parties, except as required by law or as permitted by law to service your account, such as follows:

Third‐party service providers that assist us in servicing your accounts (e.g. securities clearinghouses); To governmental agencies and law enforcement officials (e.g. valid subpoenas, court orders); To financial institutions that perform marketing services on our behalf or with whom we have joint marketing agreements that provide for the confidentiality of personal information.

We value your relationship with us and assure you we will abide by our policy to protect your information.

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.

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.

Financial Planning

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

Tax Planning

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