Print
PDF

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.

AN ADVISORY BUSINESS BUILT FOR YOU

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

EMPOWERING OUR CLIENTS

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.

MAKING A DIFFERENCE

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.

 

        acplogo                mdp-color-transparent-small                                                            

 

 

 

 

 

Financial Planning

Integrated, Ongoing Advice

Learn More

Tax Planning

Being proactive is the key...

Learn More

Estate Planning

Family Protection

Learn More