Wealth Advantage Group
Sound Management for a Secure Financial Future
5.0
★★★★★
1 reviews
Dynamic financial solutions for a complex world.
About
The Wealth Advantage Group clients work directly with the owner/founder, as well as our entire team. We utilize a prudent and well-defined process to ensure your life goals are realized and optimal returns are achieved over time.
Fee-only investment consulting
Independent from product sales and brokerage commissions
Fiduciary responsibility
Services
Financial Planning
The intricacies of reaching your lifestyle goals before and after retirement are always challenging and often complex. The Wealth Advantage Group’s experience and in-depth approach to financial planning helps you understand this vital process.
Investment Planning
Cash Flow Analysis
Tax Planning
Risk Management
Concentrated Stock Planning
Estate Planning
Retirement Planning
Planning for a secure and comfortable retirement.
Executive Compensation
Tailored compensation solutions for executives.
Dynamic Asset Management
Adaptive investment management strategies.
Credentials & Certifications
CPA, PFS, AIF
CFP®, EA
Reviews
Rating
5
★★★★★
Reviews
1
"I recommend them to anyone looking for a trustworthy investment manager."
Contact Wealth Advantage Group
Location
Location of Wealth Advantage Group, 5005 Horizons Dr STE 100, Columbus, OH 43220 · View on Google Maps
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