Financial Strategies for Today and Tomorrow--Wealth Mgmt Group

Overview

Financial Strategies for Today and Tomorrow--Wealth Mgmt Group is a small corporate advisory practice owned by an individual that positions itself primarily as a financial planning firm and a selector of outside advisers. The firm charges clients through hourly and fixed fees (and other unspecified fee arrangements) rather than relying on asset-based billing. It identifies itself as a capital allocator, suggesting it places client capital with third-party managers when appropriate. Service lines emphasize traditional financial planning and the referral or selection of outside managers rather than in-house, proprietary product placement. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or a related adviser. It maintains an industry affiliation with an insurance company, which may influence access to insurance-based solutions and annuity products.

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