What Sets WMG Apart?

We care about your story.The first question our prospective clients ask is nearly always,"Why should we work with Wealth Management Group as opposed to another advisor or planner?" Our answer is always the same: "We care about your story."

Providing Peace-of-Mind

Our team takes a holistic approach to financial planning, addressing investments, wealth protection, tax management, debt management, and legacy considerations, all with a keen eye trained on your overall goals and quality of life. We also ensure that investment portfolios are carefully aligned with your individual risk tolerance, so you are comfortable with your investments, and don't have to worry about day-to-day market fluctuations.

Our expertise is diverse. Not only do we have an extensive background in working with established clients to maximize their assets and prepare for (or continue to enjoy) a fulfilling, worry-free retirement; but we are also experienced in helping the young, yet-to-be-wealthy professional build the foundation for a solid financial future.

Building Trust Every Day

We want you to be confident that we are working as hard as possible on your behalf. We want to ensure that your financial goals are met. It is extremely important that you trust in us, that you feel comfortable involving us in this personal part of your life. This is why we are so serious about our roles as fiduciaries. This means that, under securities law, we must act solely in your best interest, not ours.

But for us, being fiduciaries doesn't go far enough. It is critical that the responsibility for the quality of our relationship with you rests on our shoulders, not yours. How can you, our client, be certain that we are putting you first? We start by offering a money-back guarantee on our Wealth Planning Service and advice.

Then, should you ask us to implement your plan, we have structured our compensation to be aligned with your success as much as possible. Much of our compensation is the same, regardless of the investment product you select. Our pay-as-you-go approach means we succeed when you succeed, and vice versa. Day in and day out, we must strive to earn your trust and your continued business.

Our Story

Trust. Honesty. Respect. Peace-of-Mind. We believe that our clients deserve a financial planner who embodies these hallmarks of excellence, and we strive to exemplify these standards every day.

When Doug first opened our doors in 1998, he did so with the anticipation of the new millennium, as well as a new, client-centric approach to financial planning. Our clients are like family to us, and as such, we identify and incorporate actions which are aligned with who they are and how they live in order to offer them true peace-of-mind.


Our team retains the highest level and most rigorous of financial planning credentials available to them. Both Doug and Adam are CERTIFIED FINANCIAL PLANNER™ professionals, licensed to offer Life, Accident, and Health insurance products, and are registered to offer securities and investment advisory accounts in Arizona, California, Colorado, Florida, Georgia, Kentucky, Massachusetts, Michigan, New Mexico, New York, Pennsylvania, Rhode Island, South Carolina, Tennessee, and Texas. Doug is also a Chartered Financial Consultant®.

Meet our team