Your Needs

The Wealth Group exists for a simple reason: to enable independent financial advisors to more fully meet the needs of clients like you. 

You've already come to rely on the professional guidance and seasoned counsel of a CPA. Now, the person you trust to handle your financial needs is able to provide expertise in securities and investments as well. And, just as important, to draw on a vast reservoir of additional expertise provided by other financial professionals. 
 
These new services open a world of opportunities - making it possible to further coordinate and strengthen your financial portfolio, while continuing to receive objective advice from an independent financial advisor.