Wealth Management Group, LLC. Viewpoint

Prudent Strategies

Wealth Management Group, LLC. is a financial services and wealth management organization in the New York/New Jersey Metropolitan area. Our success is demonstrated by constant implementation of prudent strategies to help our clients accomplish their financial objectives.

What is a prudent approach? At Wealth Management Group, it is a carefully planned strategy for selecting financial vehicles to help accomplish our client’s goals and objectives consistent with their individual tolerance level and financial situation. Why emphasize prudence? It’s simple. We believe that people work very hard to acquire financial rewards.Making sure that their hard work is retained and that they are constantly rewarded through financial goal accomplishment requires careful, risk-sensitive strategies.

A Historical Perspective

Wealth Management Group has taken the time to study the historical evolution of the financial services industry and the effects that it has had on the public.

The 60’s seem to be the infant stages of taking a holistic approach towards financial services. It was during this time that innovated organizations, such as our affiliated firm Allied Wealth Partners, started showing people how one area of their financial life directly impacts other areas of their financial lives. It started to become evident to people, achieving financial success can be improved by having a complete financial strategy in place.

The 70’s brought challenges to the financial world via a bear market and high inflation. Wealth Management Group believes that during this time, the value of professional guidance was truly experienced. Having a professional guide people through difficult economic times with sound advice and calm judgment enabled many people to stay focused on their long-term goals and objectives.

The 80’s ushered in new financial instruments for consideration. As has always been the case, when new financial instruments become available, they must be put through the due diligence process that all products go through before they can be considered into any financial strategy.

In our opinion, the 90’s provided economic expansion never seen in the United States before. This expansion allowed individuals to experience wealth accumulation at a rate higher than historically experienced. This dictated the financial wealth management strategies be established using strategic alliances with other professionals, relationships created by the firm or brought in by our clients, such as lawyers, portfolio managers and accountants. For this reason, Wealth Management Group has established important strategic alliances in order to help clients experience maximum benefit.

2000-2009 is frequently referred to as the lost decade for investing as most market indexes were negative for this timeframe. During this period, proper asset allocation and sticking to your long term financial goals were critical to help weather the down market. This was a historic ten years for certain. We experienced terrorism on our land, stock market bubble burst, real estate bubble burst, banking meltdown and high unemployment. Wealth Management Group successfully reinforced that our strategies and techniques helped give our clients a solid chance of accomplishing their financial goals and objectives.

As marketplace demands changed, new financial instruments and techniques were added to our clients financial wealth management strategies. Wealth Management Group, LLC. does not offer their own investment instruments. Rather they go into the financial marketplace on behalf of their clients and select vehicles to help guide the client toward goal accomplishment.

2010-present has been an interesting time of growth and economic recovery from the financial crisis of 2008. Job and market recovery improved at a slow but consistent pace. As the Baby Boomers started reaching retirement age on record numbers, the investment and insurance industries increased their focus on providing solutions for retirement income. We at Wealth Management Group have stayed informed and educated in order to help provide our clients with personalized solutions for their unique financial objectives.


History and experience have been wonderful educators in helping us understand how to better manage finances. Wealth Management Group is well positioned with strategies and techniques to help guide any client toward accomplishing their financial goals and dreams through the new millennium.

Neither diversification nor asset allocation guarantee against loss, they are methods used to manage risk.

This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee or future results. This information should not be relied upon by the reader as research or investment advice regarding any funds or stocks in particular, nor should it be construed as a recommendation to purchase or sell a security. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.