WEALTH MANAGEMENT GROUP OF SILICON VALLEY was founded on four fundamental principals: to help our clients Protect, Accumulate, Grow, and Transfer family wealth. Comprised of savvy registered, licensed, and credentialed professionals, Wealth Management Group of Silicon Valley fully engages with clients to develop and create innovative strategies for the most perplexing financial questions, helping them reach their stated financial goals. Sue Ferdig is a Registered Principal with and securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this listing may only discuss and/or transact securities business with residents of the following states: CA, VA, NY, NC, WA, WY, NE.
View Top Employees from Wealth Management Group of Silicon ValleyWebsite | http://www.wmgosv.com |
Employees | 5 (1 on RocketReach) |
Founded | 2004 |
Address | 75 E. Santa Clara Street, San Jose, California 95113, US |
Technologies | |
Industry | Financial Services |
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Sue Ferdig is the Founder and President of Wealth Management Group of Silicon Valley.
1 people are employed at Wealth Management Group of Silicon Valley.
Wealth Management Group of Silicon Valley is based in San Jose, California.