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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

  • Stylized image of a person
    K. M.
    Chief Executive Officer And Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. J.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. F. D.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. T.
    Private Wealth Advisor / Assoc. Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. K.
    Client Relations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. C.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. C. C. C.
    Managing Principal & Certified Financial Planner
    Phone icon
    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 Info
Location
Last Update
  • Stylized image of a person
    B. S.
    Owner
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    D. F. D.
    President
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    K. M.
    Chief Executive Officer And Founder
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    M. J.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    B. T.
    Private Wealth Advisor / Assoc. Vice President
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 30, 2026
  • Stylized image of a person
    C. K.
    Client Relations Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 22, 2024
  • Stylized image of a person
    D. C.
    Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Apr 22, 2024
  • Stylized image of a person
    D. C. C. C.
    Managing Principal & Certified Financial Planner
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 24, 2025
  • Stylized image of a person
    S. M.
    Accounting/Finance Coordinator
    Phone icon
    Mobile Phone
    United StatesNew York
    May 29, 2026
  • Stylized image of a person
    A. D.
    Associate Planner
    Phone icon
    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 operates in the Financial Services industry. The company's main headquarters is located in 2000 Winton Road South Suite 206 Rochester, New York 14618 United States; you can contact the 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 . 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 June 2026. These team members are located across 1 continents, including North America.

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

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As of June 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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