Whether you engage us for wealth management, retirement planning, or financial counseling the goal remains the same. We will eliminate the complexities of managing the wealth you have worked so hard to achieve and provide you a simple, easy to follow plan so you can focus on enjoying life.

Wealth Strategy Group utilizes a proprietary process when engaging with our clients.

The process is focused on delivering consistent, high-quality recommendations. Whether you engage us for WEALTH MANAGEMENT, 401k ADVISORY SERVICES, or RETIREMENT PLANNING, the steps remain the same. The only difference is the type and level of detail needed to accomplish your goals.


First, we must thoroughly understand your present situation (DISCOVERY), and then find out what you want to achieve (DESTINATION). From there, we can develop your recommendations (DESIGN), which we, in turn, put into action (IMPLEMENT). We then measure your results and modify where necessary (MONITOR).

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