Wealth Management

The Advisory Group’s wealth management services are built on the foundation of understanding each client’s personal goals, values, and priorities. Through the TAG Optimization Process (T.O.P.), we take a comprehensive approach, integrating investment planning, tax efficiency, retirement income strategies, and legacy planning into a cohesive wealth management plan. Our individualized approach reflects your evolving needs — whether you’re building wealth, managing financial transitions, or planning for future generations. With regular reviews, transparent communication, and a commitment to aligning every decision with your long-term goals, our wealth management services aim to help you confidently navigate your financial journey.

Organize and adjust assets to help navigate market changes and risks.

Adapting to Market Changes

Markets fluctuate, impacting investments and financial plans. TAG helps you adjust your strategy to align with your long-term financial goals.

Managing Risk and Diversification

A well-balanced portfolio considers various risk factors. TAG helps you evaluate and refine your investment approach based on your unique situation.

Aligning Assets with Financial Goals

Your financial priorities may evolve over time. TAG helps structure assets to support your lifestyle, retirement, and legacy planning needs.

Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

Wealth Management

Frequently Asked Questions

What does wealth management include at The Advisory Group?

Wealth management at The Advisory Group is a comprehensive approach that incorporates investment planning, retirement strategies, tax efficiency, and legacy planning. We review your full financial picture to develop a customized plan that reflects your goals and values.

How do you tailor wealth management to my specific needs?

We take the time to understand your goals, values, and concerns through our TAG Optimization Process (T.O.P.). Every recommendation — from asset allocation to tax planning — is designed to align with your personal vision and financial situation.

How often do you review wealth management plans?

Wealth management is an ongoing process, not a one-time plan. The Advisory Group meets with clients regularly to review progress, make adjustments, and ensure that strategies continue to reflect evolving goals, market conditions, and personal circumstances.

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Let’s Talk About Your Future

Your financial goals deserve a thoughtful approach. Whether you’re planning for retirement, growing wealth, or managing life changes, we’re here to help. Schedule a complimentary consultation and start building a strategy that aligns with your vision.

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Check the background of your financial professional on FINRA’s BrokerCheck

Brian Nauman IA Insurance License No.266151 Bradley Nauman IA Insurance Lic No.19873794. Lucas Dengler IA Insurance License No. 19220122. Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC.

The Advisory Group, Inc. and PlanMember Securities Corporation are independently owned and operated.

Investors should carefully consider the investment objectives, risks, charges, and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.

Wealth Management

Adapting to Market Changes

Managing Risk and Diversification

Aligning Assets with Financial Goals

Birthdays Over 50 Worth Celebrating

Wealth Management

Frequently Asked Questions

Creating a Lasting Legacy: Strategies for First-Generation Wealth Building

The Art of Financial Planning: Building a Solid Foundation

Tax Strategies for High-Net-Worth Individuals

Should You Retire at the Same Time as Your Spouse?

5 Common Mistakes High Earners Make

Let’s Talk About Your Future

Fresh Insights, Direct to You.

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