Wealth Strategy Group Email Format
Investment ManagementMichigan, United States2-10 Employees
Wealth Strategy Group is an investment management firm based in Marquette, Michigan. With a small, close-knit team, it provides a personalized wealth management experience through independent advisors who tailor strategies to each client's goals and adapt as circumstances change. Its services include a proactive approach to risk management that seeks to balance growth and risk in client portfolios, a retirement-planning program that offers a clear roadmap, and bespoke solutions for complex needs such as estate planning and business succession. Securities and advisory services are offered through LPL Financial, a registered investment adviser, with standard regulatory disclosures regarding where its professionals may discuss or transact business.