About WEALTH MANAGEMENT GROUP OF NA

Wealth Management Group of North America, LLC is an independent registered and investment firm located in Farmington, CT. We are a boutique financial management firm that works with successful professionals, executives, small business owners, and high net worth retirees. We will work side-by-side with you to create a comprehensive plan that will help you develop a sustainable withdrawal rate, so you won’t run out of money after you stop working.
 

OUR MISSION:   
To enable our clients to achieve their financial and life goals.
We realize this mission by providing solutions tailored to satisfy the concerns of outliving income and maintaining quality of life throughout Restylement.
 
 
 
 
 
OUR CORE VALUES:
 
The following list is the set of values we hold our selves to first and foremost.  These values do not change based on the person or circumstance, but rather they remain constant and are the foundation with which we conduct business and live our lives.
 
 
Building and maintaining TRUST with every client and business associate.
 
We do this by holding ourselves to the highest levels of integrity and honesty on a daily basis while providing our clients with a legitimate sense of security and privacy.
 
Satisfying and delighting our clients through SERVICE EXCELLENCE.
 
Service excellence begins internally by building a strong team.  Teamwork is a fundamental part of every business and fosters other essential components, such as ambition and creativity.  This strong, satisfied team allows us to provide timely service without ever sacrificing quality.
 
Demonstrating extraordinary PROFESSIONALISM through our work and our actions.
 
With more than 35 years of experience, we are best able to offer sound advice and provide qualified guidance.  We strive to continually improve our abilities through continuing education as well as daily research and practice.
 
Displaying a sense of FRIENDSHIP and COMMUNITY.
 
We are different from our competitors because we make every effort to give back to our surrounding community through various philanthropic endeavors.  We also do our best to instill a sense of fun and enjoyment in any one walking through our door.
 
Learning and cultivating new ideas to expand our KNOWLEDGE.
 
We find this critical to ensuring our success and most importantly, that of our clients.  We constantly work to be at the forefront of new information to remain skilled professionals in our field.
 
 
©2010 Wealth Management Group of North America, LLC. All rights reserved.