1101 Wootton Parkway,
Wealth Advisors Group, LLC is a premier Financial Services Firm serving the needs of high net worth clients in the areas of investment strategies, retirement planning, tax strategies, estate planning, insurance, and business continuation programs. In addition, as financial advisors registered with Ameritas Investment Corp. (AIC), we also offer financial planning and investment advisory services.
We focus on your goals and objectives and help you to design and implement systems to accomplish them. Our clients will call on us to pre-plan a variety of financial goals. These goals range from minimizing and/or eliminating taxes, to what is the best way to take distributions from IRA/Pension plans or how to best provide for their grandchildren's education. Since each client's facts and circumstances are different, we custom design a variety of alternatives for you to select and implement. We coordinate with your CPA and/or attorney and seamlessly integrate each segment of the plan. We help design "simple to understand and easy to implement" strategies for what seems to be complex problems.
We strive to be best in class and references will be gladly provided upon request! Here are some of the issues we have solved for our clients.