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Wealth Management Group, LLC

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Wealth Management Group, LLC

Mission statement:

Offering an advisor relationship built on personal trust and company-wide integrity, Wealth Management Group, LLC serves as a Registered Investment Advisor providing fee-only investment management to individuals, families, corporations, qualified retirement plans, partnerships, not-for-profits - anyone with a desire to pursue long-term financial objectives. We have created a place where the processes are understandable, where investing and wealth strategy just feel right.

Overview:

Providing objective wealth planning and investment advisory services for qualified clients

Generating and making the most of the opportunities that wealth can bring to your life takes strategy - the ability to oversee all the moving parts as well as their common goal.

As your trusted advisor, Wealth Management Group, LLC delivers a wealth strategy service to manage the financial complexities in your life.

History:

Wealth Management Group, LLC is based in Dover, Delaware and manages over $206 million in client assets (as of December 2016). Our investment approach centers on Modern Portfolio Theory and passive investing primarily through the use of Dimensional Fund Advisors (DFA) and BAM Advisor Services’ proprietary fixed income portfolio design and execution capabilities.

Wealth Management Group was founded in 2001 by the partners of Raymond F. Book & Associates, P.A. CPAs to satisfy a need in the marketplace where expert financial planners could implement tax efficient investment strategies for clients whereby results could be continuously monitored and changes made when necessary. It was essential that the clients interests be first and foremost in any decision thus WMG chose to deliver advisory services for individuals, businesses, trusts, not for profits and retirement plans using a fee based model. We offer an advisor relationship built on personal trust and company-wide integrity.

When WMG was formed, we wanted to provide our clients access to the top companies and solutions in the financial services industry. We established a strategic alliance with the independent firm, BAM Advisor Services, LLC to help us bring you a powerful team approach to your investment experiences. We have chosen to work with BAM because we are confident that the alliance brings you important benefits, including enhanced service levels; combined expertise and leveraging capabilities; cost effective solutions; and back-office support that lets us spend more time with you, serving as your investment advisor. BAM was founded in 1997, with headquarters in St. Louis, MO. Today it serves a nationwide base of more than 130 Registered Investment Advisor firm clients like ourselves as part of the BAM Alliance, who particularly value the academically based, cost effective approach we seek to deliver. Our firm is entirely independent of BAM. We make our own decisions directly with you. At the same time, we share a common approach to high-quality client service.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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