Wealth Management Group

Overview

Wealth Management Group is an independent, privately owned registered investment adviser that serves individual and family clients. The firm combines financial planning and discretionary portfolio management with a role as a capital allocator, selecting third‑party managers on behalf of clients. Its advisory services include planning, portfolio management for individuals and small businesses, selecting other advisers, and running educational seminars and workshops. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. The firm is not positioned as an ESG investor and is structured as a corporation under individual ownership. Wealth Management Group describes itself as a manager that integrates outside alternative managers into client portfolios rather than operating as a direct private equity or venture sponsor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices