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Wealth Management Group, LLC. Employee Directory

Financial ServicesNew York, United States2-10 Employees

Wealth Management Group, LLC is an independent financial planning firm based in Rochester, New York, providing a full range of financial, risk-management, and insurance services to individuals, families, and businesses since 1998. The firm emphasizes ongoing guidance and strategies that aim to help clients build, manage, and preserve their wealth, aiming for peace of mind and a secure financial future. As an advisory entity registered with the SEC, the company operates alongside its securities offerings through a partner network, while maintaining distinct relationships with clients through licensed advisory services. Its operations are focused on delivering comprehensive planning and personalized service within the financial services sector.

Find Wealth Management Group, LLC. employees' phone numbers or email addresses

Wealth Management Group, LLC. Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Wealth Management Group, LLC.'s Leadership

  • Chief Executive Officer And Founder at Wealth Management Group, LLC.
    K. M.
    Chief Executive Officer And Founder
    Mobile Phone
  • Chief Operating Officer at Wealth Management Group, LLC.
    M. J.
    Chief Operating Officer
    Mobile Phone
  • President at Wealth Management Group, LLC.
    D. F. D.
    President
    Mobile Phone
  • Owner at Wealth Management Group, LLC.
    B. S.
    Owner
    Mobile Phone
  • Private Wealth Advisor / Assoc. Vice President at Wealth Management Group, LLC.
    B. T.
    Private Wealth Advisor / Assoc. Vice President
    Mobile Phone
  • Client Relations Manager at Wealth Management Group, LLC.
    C. K.
    Client Relations Manager
    Mobile Phone
  • Manager at Wealth Management Group, LLC.
    D. C.
    Manager
    Mobile Phone
  • Managing Principal & Certified Financial Planner at Wealth Management Group, LLC.
    D. C. C. C.
    Managing Principal & Certified Financial Planner
    Mobile Phone

Wealth Management Group, LLC. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Wealth Management Group, LLC.

Name
Title
Contact
Location
Last Update
  • Owner at Wealth Management Group, LLC.
    B. S.
    Owner
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • President at Wealth Management Group, LLC.
    D. F. D.
    President
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Chief Executive Officer And Founder at Wealth Management Group, LLC.
    K. M.
    Chief Executive Officer And Founder
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Chief Operating Officer at Wealth Management Group, LLC.
    M. J.
    Chief Operating Officer
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Private Wealth Advisor / Assoc. Vice President at Wealth Management Group, LLC.
    B. T.
    Private Wealth Advisor / Assoc. Vice President
    Mobile Phone
    United States, New York
    Jun 30, 2026
  • Client Relations Manager at Wealth Management Group, LLC.
    C. K.
    Client Relations Manager
    Mobile Phone
    United States, New York
    Oct 22, 2024
  • Manager at Wealth Management Group, LLC.
    D. C.
    Manager
    Mobile Phone
    UNITED STATES
    Apr 22, 2024
  • Managing Principal & Certified Financial Planner at Wealth Management Group, LLC.
    D. C. C. C.
    Managing Principal & Certified Financial Planner
    Mobile Phone
    United States, New York
    Apr 24, 2025
  • Accounting/Finance Coordinator at Wealth Management Group, LLC.
    S. M.
    Accounting/Finance Coordinator
    Mobile Phone
    United States, New York
    May 29, 2026
  • Associate Planner at Wealth Management Group, LLC.
    A. D.
    Associate Planner
    Mobile Phone
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Wealth Management Group, LLC. known for?

Minus sign iconPlus sign iconWealth Management Group, LLC. was founded in 1998 and operates in the Financial Services industry. You can contact Wealth Management Group, LLC.'s main corporate office by phone at
+1-585-241-****
. Explore Wealth Management Group, LLC.'s company overview page for more information.

What is Wealth Management Group, LLC.'s most common email format?

Minus sign iconPlus sign iconWealth Management Group, LLC. employees' email format typically follows the pattern of First.Last@wealthmg.com. Trying to find reliable and up-to-date employee contact data? Find more Wealth Management Group, LLC. email formats with LeadIQ.

How many employees does Wealth Management Group, LLC. have currently?

Minus sign iconPlus sign iconWealth Management Group, LLC. has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Wealth Management Group, LLC.'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Wealth Management Group, LLC.'s key employees include:

  • Chief Executive Officer And Founder: K. M.
  • Chief Operating Officer: M. J.
  • President: D. F. D.
  • Owner: B. S.
  • Private Wealth Advisor / Assoc. Vice President: B. T.

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