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Wealth Management Group

Wealth Management Group

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Our Services

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BUSINESS SERVICES

  • Business Succession and Exit Strategies
  • Executive Carve Outs
  • Employee Benefit Plans
  • Key Person Insurance
  • Business Continuation Strategies
  • Provide access to Business Valuation estimate

RETIREMENT SERVICES

  • 401(K) Plans/ Cash Balance Plans
  • Section 162 Bonus Strategies
  • Simple and SEP IRAs
  • Non-Qualified Supplemental Executive Retirement Plans (SERP)
  • Pension/Profit Sharing
  • IRAs and Rollovers

ESTATE SERVICES

  • Charitable Giving
  • Estate Conservation
  • Estate Planning
  • Trust Programs

INVESTMENT SERVICES

  • Investment Strategies
  • Managed Investment Accounts
  • Brokerage Services
  • Education Funding
  • Stocks
  • Bonds
  • Mutual Funds
  • Variable Annuities

PERSONAL FINANCIAL SERVICES

  • Fee-based Financial Planning
  • Financial Strategies
  • Income Replacement
  • Life Insurance
  • Long Term Care Insurance

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Contact info

  •   505 20th Street North, Birmingham, Alabama 35203
  •   (205) 582-7440
  •  info@wmgadvisers.net

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Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA / SIPC . Wealth Management Group, LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. 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. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck . For information 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.

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