Our Philosophy

Family Office

This concept was originally pioneered by entrepreneur and industrialist families to have a central point for advice and activity to coordinate, negotiate and fully manage their personal financial and business affairs.

The Family Office at Wealth Advisors Group, LLC, brings this service to you with the highest levels of professionalism and competency in managing wealth today and planning its successful transfer to the generations of tomorrow. A concierge level of personal service with effective use of technologies in concert with over 100 years of collective experience in this committed organization translates to significant value for you.

Consultative Client Management Process

Building Relationships, Building Futures…

Your financial and lifestyle goals are top priority.  Our collaborative process is designed to help you identify, prioritize and implement strategies to help you build and manage your wealth.  Our clients enjoy a trusting and comfortable relationship where they can take part in planning for their future.

Ask yourself:

Could you and your family benefit from objective, tailor made advice and strategies designed specifically for you? We’d be honored to schedule a confidential meeting with you to determine if and how we can complement your situation.

Please feel welcome to call our offices at 301-280-1450 or 877-241-4442, extension 1 and speak to Holly Werner who will make all the arrangements for a first exploratory session at our expense and with no obligation to you. We look forward to seeing you!

“Most people don’t plan to fail. They just fail to plan.”