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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Newsletters
  • Financial Mistakes People Make at Different Ages
    There's a saying that with age comes wisdom, but this may not always be true in the financial world. As people move through different life stages, there are new
  • Five Ways to Manage Risk in Your Retirement Savings Plan
    Your employer-sponsored retirement savings plan is a convenient way to help you accumulate money for retirement. Using payroll deductions, you invest
  • The Cost of Credit
    Sometimes you need to borrow money, especially to pay for a large purchase such as a home or a car. It's easy to focus on your monthly loan payment, but to appreciate
  • What return are you really earning on your money?
    If you're like most people, you probably want to know what return you might expect before you invest. But to translate a given rate of return into actual income or
  • What is asset allocation?
    Each type of investment has specific strengths and weaknesses that enable it to play a specific role in your overall investing strategy. Some investments may offer
    
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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.