Wealth Advisors Group Email Format
Financial ServicesIndiana, United States11-50 Employees
Wealth Advisors Group operates in financial services as a fee-based firm offering comprehensive financial planning and wealth management for successful individuals and families. It emphasizes a disciplined process that allows for personalized solutions, recognizing how life events can impact wealth and requiring collaborative guidance for important decisions. The team holds professional designations—CFP, CEP, and AIF—and commits to ongoing professional development to support client relationships. The company is based in Fort Wayne, Indiana, and provides investment advice through a registered investment adviser. In June 2019, the firm announced the addition of Tracey Larsen to its team, reflecting ongoing personnel expansion.