Overview

WSG is an independent wealth management firm. We have a considerable client base of business owners and approximately 30% of our assets are 401k advisory. We manage our own mutual fund & equity portfolios. We presently have one lead advisor, 2 licensed servicing advisors and one operations manager. We are based in Marquette with a satellite office in Green Bay, looking to expand through acquisition in the upper peninsula and north-eastern and central Wisconsin. We have capacity, process and capability to scale.

Market
Advisor/RIA
Last Activity
2 weeks

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