Our Services

The financial management process at Wealth Management Group, Inc. begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. We place a great deal of emphasis on Money Management of your Portfolio by using Asset Allocation Models to reduce risk and increase returns in your portfolio. Recently, in 1998, Lawrence Roberson, our President and Senior Portfolio Manager, participated in a nation-wide portfolio management contest (for professionals only) . The performance of his portfolio ranked in the top 4% in this nation-wide contest. This results demonstrates the effectiveness of his portfolio strategies. The contest was sponsored by American Skandia Corporation and 2781 professionals participated. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make. Some of the services we offer: 1.) Money Management of Portfolio 2.) Unique Asset Allocation Services for 401k Assets 3.) Use of Low Load & No Load Mutual Funds 4.) College Funding 5.) Tax Management 6.) Investment Planning 7.) Retirement Planning 8.) Estate Conservation 9.) Risk Management 10.)Charitable Giving