The Wealth Planning Group is a boutique private client firm dedicated to providing wealth planning services to individuals and families seeking independent, comprehensive and objective advice. Our partners are Certified Financial Planners with over 20 years of planning and investing experience. Either by working in tandem with your existing advisors or by developing one with you, the Wealth Planning Group believes that a “team” approach allows us to provide the highest quality planning.
We believe that true wealth is not measured by monetary assets alone, but encompasses your unique values, passions and dreams. We help our clients define the footprint they leave behind.
We also feel strongly that there is a tremendous distinction between FINANCIAL PLANNING and INVESTMENT SERVICES. If your current situation precludes you from distinguishing the difference, please contact us for a complimentary consultation.
Experience the difference!