Fee-Only, Integrated Financial Planning, Investment and Tax Advice


Welcome to Wealth Management Group, Inc., a Fee-Only Financial Advisory Firm located in Winston-Salem, NC. We work with individuals, couples and professionals seeking to bring their money and their goals into harmony.


At Wealth Management Group, we're proud to work solely for our clients. As a Fee-Only practice, we never accept compensation for recommending specific products: Our advice is based exclusively on what's in your best interests.

Our clients know they can turn to us for knowledgeable guidance on virtually any area of their financial lives. With careful attention to their overall financial situations, we provide advice on areas including:

  • Financial Planning
  • Estate Planning
  • Investment Advice
  • Tax planning and preparation
  • Insurance Review
  • Business Planning
  • Budgeting and Cash Flow
  • Real Estate Matters


We help clients sort through the complexities of their financial affairs. But we also impart the knowledge and tools that allow you to actively build your net worth and achieve your life goals.

It starts with giving clients a choice of how to work with us. Many of our clients choose a long-term partnership, through which they receive ongoing advice, education, and help with implementing their strategies. Others choose a brief, focused collaboration pertaining to one or two specific areas of their financial lives we refer to as a Financial Tune-Up. Still others turn to us specifically for ongoing investment management, oversight and advice.


When it comes to long-term financial security, few people are as confident as they should be. And many find the stress of attempting to manage their finances detracts from their quality of life.

Working with Wealth Management Group, Inc. can make the difference. For more than two decades, we've helped clients overcome uncertainty, take control of their finances and move confidently toward their goals.








Financial Planning

Integrated, Ongoing Advice

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Tax Planning

Being proactive is the key...

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Estate Planning

Family Protection

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