WEALTH GROUP, INC.

Overview

Wealth Group, Inc. is a small, owner-operated corporate advisory firm focused on financial planning, selecting outside managers for clients, and running educational seminars and workshops. The firm bills clients using hourly fees and other non-standard fee arrangements rather than a typical AUM-based wrap. It identifies as a capital allocator, suggesting the firm places client assets with external managers or vehicles rather than managing large proprietary sleeves in-house. Wealth Group, Inc. is not listed as an active ESG investor, does not operate across multiple states, and is not described as a pension consultant or related adviser to another registered firm.

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