Wealth Strategy Group

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

148 W Washington St Ste B, Marquette, Mi...

Phone Number

(906) 228-3696

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Wealth Strategy Group

Wealth Strategy Group MI offers comprehensive retirement planning, investment management, and wealth management services. Their PRO Strategy safeguards wealth while unlocking growth, and their Route2Retire program guides clients towards a confident retirement. The firm employs a holistic approach with WSG360, focusing on optimizing every aspect of clients' financial lives. They aim to build trust and confidence with their clients, assisting them in managing their financial futures.Explore more
Wealth Strategy Group's Social MediaPopular SearchesWealth Strategy GroupWealth Strategy Group - LLCWsg Investments of Michigan LLCRichard TeggeRichardTeggeSIC Code 62,628NAICS Code 52,523Show more

Wealth Strategy Group Org Chart

PhoneEmail
LT
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Client Relationship Manager

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KP
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Manager, Operations

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NH
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Client Relationship Manager

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SG
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Manager, Marketing

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BR
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Associate Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Strategy Group

<$5M
1-10
Private
<$5M
2009
LT
Lori ThiemerClient Relationship Manager
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
1-10
Private
-
2015
GD
Gene De KruifManager, Wealth
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Strategy Group financials insights

Gather financial insights about Wealth Strategy Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$61K

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Wealth Strategy Group Tech Stack

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Frequently Asked Questions Regarding Wealth Strategy Group

What is Wealth Strategy Group's official website?
Wealth Strategy Group's official website is www.wsginvest.com
What is Wealth Strategy Group's Revenue?
Wealth Strategy Group's revenue is <$5 Million
What is Wealth Strategy Group's SIC code?
Wealth Strategy Group's SIC: 62,628
What is Wealth Strategy Group's NAICS code?
Wealth Strategy Group's NAICS: 52,523
How many employees does Wealth Strategy Group have?
Wealth Strategy Group has 1-10 employees
What industry does Wealth Strategy Group belong to?
Wealth Strategy Group is in the industry of: Finance, Securities Trading
What is Wealth Strategy Group competition?
Wealth Strategy Group top competitors include: Foundation Asset Management, Wealth Management Group, Wealth Advisory Services, Catalyst Retirement Advisors
What technology does Wealth Strategy Group use?
Some of the popular technologies that Wealth Strategy Group uses are: Drupal, Proofpoint, AddToAny, Adobe Typekit
How do I contact Wealth Strategy Group?
Wealth Strategy Group contact info: Phone number: (906) 228-3696 Website: www.wsginvest.com
What does Wealth Strategy Group do?

Wealth Strategy Group MI offers comprehensive retirement planning, investment management, and wealth management services. Their PRO Strategy safeguards wealth while unlocking growth, and their Route2Retire program guides clients towards a confident retirement. The firm employs a holistic approach with WSG360, focusing on optimizing every aspect of... clients' financial lives. They aim to build trust and confidence with their clients, assisting them in managing their financial futures.Read More

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

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