Investment Planning

WMG offers clients individualized investment plans tailored to your particular needs and objectives; along with access to a variety of investment products and services to help you pursue your investment goals. These products and services include:

  • Stocks
  • Corporate Bonds
  • Commodities
  • College Funding
  • ETF’s
  • ETN’s
  • Mutual Funds
  • Money Market
  • Municipal Bonds
  • Options
  • T-Bills
  • T-Bonds
  • Variable Annuities

Other types of savings vehicles:

  • Fixed Annuities
  • CD’s