Wealth Strategy Group is an independent financial services, wealth management, and consulting firm. As independent professional advisors, we offer you personalized wealth management and investment strategies. Your individual plan will be based on your unique goals and dreams taking into consideration your attitudes, preferences and present situation. Your plan will be designed to accommodate change, both in the market and in your circumstances, so it works for you at every stage of your life. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Wealth Strategy Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
View Top Employees from Wealth Strategy GroupWebsite | http://www.wsginvest.com |
Revenue | $1 million |
Employees | 5 (5 on RocketReach) |
Founded | 2009 |
Address | 148 W Washington St Suite B, Marquette, Michigan 49855, US |
Phone | (906) 228-3696 |
Fax | (906) 228-3271 |
Technologies |
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Industry | Investment Management, Finance General, Finance |
Competitors | G9 Financial, Gerber Kawasaki Wealth & Investment Management, JBG Wealth Management, Legacy Wealth, LLC, Sunrise Wealth Partners, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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The Wealth Strategy Group annual revenue was $1 million in 2024.
5 people are employed at Wealth Strategy Group.
Wealth Strategy Group is based in Marquette, Michigan.
The NAICS codes for Wealth Strategy Group are [5239, 52393, 523, 52].
The SIC codes for Wealth Strategy Group are [62, 628].