Wealth Strategies Group
Wealth Strategies Group (WSG) specializes in designing and implementing wealth-protection and wealth-transfer strategies for high-net-worth individuals. In addition, WSG maintains a significant non-qualified benefits practice working with corporate clients.
We use a wide range of insurance products (including term insurance, annuities, joint-and-survivor policies and long-term-care insurance) in an effort to help our individual clients maximize their ability to transfer wealth. Our innovative perspective and variety of sophisticated planning techniques provide a unique opportunity to tailor a client's estate plan to his or her current objectives and future needs.