Our Services

The Wealth Manager Group LLC seeks to assist their clients in:

-Portfolio Management Services
-Promoting savings and other financial programs
-Providing independent access to quality financial products and services
-Taking full advantage of the prevailing tax opportunities
-Preserving assets for family financial independence for current and future generations

Our President, Irving M. Eisenberg (CPA-PFS will supervise a team of specialists who will tailor programs to fit your individual, family and business needs. The Wealth Manager Group LLC offers clients the design and implementation of the following:

-Comprehensive financial plans - personal & business
-Personal insurance programs for estate planning and family security
-Business insurance and fringe benefit programs
-Clients may also request a wide array of other programs and services

As an investment advisor representative of Royal Alliance Associates, Inc., a Registered Investment Advisor, Mr. Eisenberg offers advisory services and access to the top institutional money managers. Each institutional manager is under constant review by the our National Research Team at Lockwood Advisors. We communicate regularly with our research team at Lockwood and directly with the managers themselves to monitor the operations and performance of each institutional manager.

We use a carefully designed process of comprehensive fact finding, analysis, counseling, and continuous review. We are committed to understanding your financial needs and to design and implement practical options to address your concerns.

Registered for securities and investments in the following states:
-Arizona
-California
-Florida
-Georgia
-Hawaii
-Illinois
-Michigan
-North Carolina
-Nevada
-Ohio
-Oklahoma
-Oregon
-Texas
-Utah
-Virginia
-Washington
-Wisconsin

Licensed for life, annuity, disability and health insurance in the following states:
-Arizona
-California
-Colorado
-Florida
-Illinois
-New York
-Texas

EXECUTIVE AND EMPLOYEE BENEFITS

Executive and employee benefits represent a substantial percentage of the compensation package provided by a company. Periodic review of the reasons for the rising costs of these plans can save your organization money. Some of the benefits we provide access to are:

-Qualified Retirement Plans ( 401k, Pension & Profit
Sharing Plans)
-Group Life, Health & Disability Insurance
-Section 125 Cafeteria Plans
-Deferred Compensation & Salary Continuation Programs

BUSINESS CONTINUATION PLANNING

Owners spend years of hard work to build a successful business. The planning for success often fails to provide contingency options to maintain the business long into the future. Current owners need to prepare for the succession of their business in the event of retirement, death or disability. Some of the techniques we use in assisting owners are:

-Buy-sell Agreement Funding (Cross Purchase, Redemption or Wait & See)
-Section 105 Qualified Sick Pay Plans
-Key Man Protection Programs
-Business Overhead Expense Plans