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!
 

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November 7, 2017

CFN National Conference Press Release 2017

FOR IMMEDIATE RELEASE For additional information, contact:          Rich Tegge                              906-228-3696 President/Owner                   rtegge@wsginvest.com Wealth Strategy Group         wsginvest.com Richard Tegge Attends National Educational Conference for Financial […]
November 7, 2017

Market Thoughts for November 2017

November 7, 2017

Market Update for the Month Ending October 31, 2017

Treats, not tricks, for markets October was another good month for the economy and markets. Better-than-expected economic data in the U.S., combined with positive corporate earnings news, lifted the major market indices. The S&P 500 Index returned a solid 2.33 percent. The Nasdaq Composite had an even more […]

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