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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  • How Does Divorce Affect Social Security Retirement Benefits?
    One of the challenges of planning for retirement is that an unexpected event, like divorce, can dramatically change your retirement income needs. If
  • Avoiding Probate: Is It Worth It?
    When you die, your estate goes through a process that manages, settles, and distributes your property according to the terms of your will. This process is
  • Self-Directed IRAs
    A self-directed IRA isn't a different type of IRA. Rather, the term refers to any individual retirement account (traditional or Roth) that allows you to direct the
  • Am I liable for unauthorized transactions on my debit card?
    It depends. Federal law provides consumers with protection against most unauthorized credit- and debit-card transactions.
  • What is this new chip-card technology I've been hearing about in the news?
    In recent years, data breaches at major retailers have increased across the United States. As a way to counteract these data breaches, many U.S.
    
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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.