Wealth Architecture Group

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

400 Renaissance Ctr Ste 2600, Detroit, M...

Revenue

<$5 Million

Industry

Finance Insurance Business Services Securities Trading Project Management
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
1
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1
1
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1

About Wealth Architecture Group

Wealth Architecture Group, Inc. is a full-service consulting firm focused on helping individuals, families, and entrepreneurs achieve their financial security, asset preservation, and legacy goals. They specialize in Safe Harbor Solutions, which provide principal protection during growth phases and tax-free income during later years. The firm offers innovative themes through four business units: WAG Business Solutions, WAG Insurance Financial, WAG Real Estate Investments, and WAG Asset Protection, emphasizing financial literacy and a mindset shift from consumer to entrepreneur. Their mission is to create customized plans for every stage of life, grounded in values of trust, honesty, and integrity.Explore more
Wealth Architecture Group's Social MediaPopular SearchesWealth Architecture Group IncWag Capital Investments LLCWAG Capital Investments IncWag Capital & Investments LLCWealth Realty Group LLCSIC Code 62,628NAICS Code 52,523Show more

Wealth Architecture Group Org Chart

PhoneEmail
KF
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National Investment Executive

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BW
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Managing Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Architecture Group

<$5M
11-50
Private
-
2008
KF
Kelsey FosterNational Investment Executive
$25.4M
11-50
Private
-
1890
Douglas Stone, President & Chief Executive Officer at Pony Express Bank
Douglas StonePresident & CEO
$10.2M
11-50
Private
-
1884
CK
Craig KeleherChief Financial Officer
$5.2M
11-50
Private
-
1996
NC
Noel CarinoRetirement & Estate Planning Specialist
<$5M
11-50
Private
-
-
AW
Andrew WellsChairman, President and CEO- State Bank of Tahlequah
<$5M
11-50
Private
-
2016
AG
Ashlee GrantCustomer Service Manager
<$5M
11-50
Private
-
1997
AM
Andrew MurdochPresident CFP
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wealth Architecture Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wealth Architecture Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth Architecture Group.

Wealth Architecture Group Tech Stack

A closer look at the technologies used by Wealth Architecture Group

Top Finance Companies

Frequently Asked Questions Regarding Wealth Architecture Group

What is Wealth Architecture Group's official website?
Wealth Architecture Group's official website is www.wagfinancial.com
What is Wealth Architecture Group's Revenue?
Wealth Architecture Group's revenue is <$5 Million
What is Wealth Architecture Group's SIC code?
Wealth Architecture Group's SIC: 62,628
What is Wealth Architecture Group's NAICS code?
Wealth Architecture Group's NAICS: 52,523
How many employees does Wealth Architecture Group have?
Wealth Architecture Group has 11-50 employees
What industry does Wealth Architecture Group belong to?
Wealth Architecture Group is in the industry of: Finance, Insurance, Business Services
What is Wealth Architecture Group competition?
Wealth Architecture Group top competitors include: Premier Wealth Advisors, UTB Title Agency, Badger Bank, First State Bank
What technology does Wealth Architecture Group use?
Some of the popular technologies that Wealth Architecture Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
What does Wealth Architecture Group do?

Wealth Architecture Group, Inc. is a full-service consulting firm focused on helping individuals, families, and entrepreneurs achieve their financial security, asset preservation, and legacy goals. They specialize in Safe Harbor Solutions, which provide principal protection during growth phases and tax-free income during later years. The firm offer... s innovative themes through four business units: WAG Business Solutions, WAG Insurance Financial, WAG Real Estate Investments, and WAG Asset Protection, emphasizing financial literacy and a mindset shift from consumer to entrepreneur. Their mission is to create customized plans for every stage of life, grounded in values of trust, honesty, and integrity.Read More

What are Wealth Architecture Group social media links?
Wealth Architecture Group Linkedin page Wealth Architecture Group Facebook page
Is Wealth Architecture Group a public company?
Wealth Architecture Group is private company therefore does not currently have an official ticker symbol
See more information about Wealth Architecture Group

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