President & Wealth Advisor
Our Services
Invest
Plan
With WSG’s Route2Retire (R2R), see how we guide you to a confident, fulfilling retirement.
Prosper
Discover WSG360: A comprehensive, 360-degree approach to managing your entire financial life. We focus on every aspect of your wealth, striving to optimize your success.
Retirement Plan Sponsors
Wealth Strategy Group helps employers confidently manage their retirement plans with disciplined fiduciary oversight, investment monitoring, fee benchmarking, and participant education.
From prudent process documentation to ongoing investment and provider review, we partner with plan sponsors to stay compliant, improve outcomes, and support participants every step of the way.
Team
Associate Advisor
Associate Advisor
Client Relationship Manager
Client Relationship Manager
Operations Manager
Marketing Associate
Assisting you in managing your financial future is a privilege. We hope to achieve that honor by earning your trust and confidence. Let us show you how.
– Rich Tegge, President
