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About

WEALTH MANAGEMENT GROUP, LLC

505 20th Street North Suite 1125
Birmingham, AL 35203
205-582-7440 Office
205-582-7441 Fax
email: info@wmgadvisor.com
www.wmgadvisers.net

Our Company

Wealth Management Group is an independent, comprehensive financial services firm committed to helping our clients navigate the complexities of wealth accumulation, wealth preservation and wealth distribution through a systematic approach, based on our clients goals and dreams. 

 

Mission Statement

To cultivate a relationship with our clients that maximizes the effectiveness of their wealth by serving their needs, passions and goals with integrity, compassion and excellence.

 

Vision Statement

Wealth Management Group aims to be the premier financial services firm in the Southeast, offering investment and financial services to business owners, their key executives and high net worth individuals.

 

Client Commitment

It is always our goal to put our clients interests first, acting with integrity and honesty, as we strive for excellence in every aspect of our relationship with you. We listen to our clients and our goal is to exceed all expectations.

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Wealth Management Group, LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Certain individuals associated with Wealth Management Group, LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Wealth Management Group, LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 2822644 DOFU 12/2019

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