What We Do

 

We Create Clarity & Confidence with Quality Services

 
 

Wealth Strategy Group utilizes a propriety 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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Want to learn more about the services we provide? Download our Services Overview now!
 

WSG Insights

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July 18, 2017

Weekly Market Update for July 17th 2017

General market news After being as high as 2.39 percent, the yield on the 10-year Treasury moved lower late last week, opening at 2.30 percent on Monday. Some weaker-than-expected economic data, combined with what seemed to be more dovish comments from Federal Reserve (Fed) Chair Janet Yellen, helped […]
July 14, 2017

Weekly Market Update for July 10th 2017

General market news Since the low on June 27, the sell-off in Treasuries has caused the 10-year to break through some technical levels. The 10-year Treasury opened at 2.36 percent early Monday after finishing the holiday-shortened week just below 2.40 percent. It tested the 2.12-percent level on the […]
July 7, 2017

Market Update for the Quarter Ending June 30th 2017

Mixed returns in June cap strong second quarter Large-cap equities did well in June, even as technology stocks ran into turbulence. The Dow Jones Industrial Average and S&P 500 Index posted solid gains of 1.74 percent and 0.62 percent, respectively. But the technology-laden Nasdaq suffered, finishing the month […]

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