Welcome to Wealth Manager Group LLC
Wealth Manager Group LLC is committed to providing creative solutions and top-notch service to our diverse client base. We offer our clients independent fee based portfolio management and personal & business financial planning services. Our primary mission is to assist our clients to achieve their financial goals and objectives. In order to do so, we provide access to the broad range of investment and insurance products available through our independent brokerage outlets. At Wealth Manager Group LLC, clients have--and always will--come first.
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  • It's December 31. Do You Know Where Your Money Is?
    December and January are the perfect months to look back at what you earned, saved, and spent during the past year, as W-2s, account statements, and other year-end
  • What's In Store for Health-Care Reform in 2014
    While the Affordable Care Act (ACA) became law in 2010, several of the more substantive provisions of the law don't take effect until 2014. Here's a review
  • Should You Roll Your 401(k) to an IRA?
    If you're entitled to a distribution from your 401(k) plan (for example, because you've left your job, or you've reached age 59½), and it's rollover-eligible, you may
  • What will happen to my digital assets if I die or become incapacitated?
    In today's digital age, many individuals live at least a part of their life online. Whether you share your life with others through e-mail,
  • What can I do to protect my username and password information from computer hackers?
    At one time, computer hackers were viewed as a few rogue individuals who mainly worked alone. Today, many hackers are part of highly
    
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Irving M. Eisenberg and Matthew P. Luckham are Registered Representatives of and offer securities products and services through Royal Alliance Associates, Inc., a registered broker-dealer, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of Arizona, California, Florida, Georgia, Hawaii, Illinois, Michigan, Missouri, Nevada, North Carolina, Ohio, Oklahoma, Oregon, Texas, Utah, Virginia, Washington and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.

Irving M. Eisenberg and Matthew P. Luckham are also separately registered as investment adviser representatives under the Wealth Manager Group LLC, a Registered Investment Advisor, offering advisory services in the State of California . As such, these services are strictly intended for individuals residing in California.

Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor. Wealth Manager Group LLC is not affiliated with Royal Alliance Associates.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.