What departments does Wealth Management Group, LLC. have?

Wealth Management Group, LLC. has employees across 3 departments including Operations, Finance, Accounting.

What is the largest department at Wealth Management Group, LLC.?

The largest department at Wealth Management Group, LLC. is Finance with 2 employees.

Where are Wealth Management Group, LLC. employees located globally?

Wealth Management Group, LLC. has employees across 1 continents and 1 countries including United States Of America.

How has Wealth Management Group, LLC.'s team size changed over time?

Wealth Management Group, LLC.'s team has remained stable from approximately 6 to 6 employees based on available data.

Wealth Management Group, LLC. Employee Directory

Financial ServicesNew York, United States2-10 Employees

Wealth Management Group LLC is an independent financial planning firm serving individuals, families, and businesses with a full range of financial, risk-management and insurance services since 1998. The company stands apart from their competitors by offering superior customer service, sound advice and winning strategies grounded in experience and driven by innovation. Wealth Management Group is devoted to building, managing and preserving a clients wealth so they have peace of mind and can build the kind of future they want for themselves and their family.

Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through Wealth Management Group an SEC Registered Investment Advisor which is not affiliated with APFS. Any opinions expressed in this forum are not the opinions or view of American Portfolios Financial Services, Inc. (APFS) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Past performance is no guarantee of future returns. Please remember that all investing involves risk and possible loss of principal capital. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users.

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

Wealth Management Group, LLC. Global Highlights

North America
22

United States Of America
22

Wealth Management Group, LLC.'s Leadership

K. M.
Chief Executive Officer And Founder
Mobile Phone
Email
M. J.
Chief Operating Officer
Mobile Phone
Email
D. F. D.
President
Mobile Phone
Email
B. S.
Owner
Mobile Phone
Email
B. T.
Private Wealth Advisor / Assoc. Vice President
Mobile Phone
Email
C. K.
Client Relations Manager
Mobile Phone
Email
D. C. C. C.
Managing Principal & Certified Financial Planner
Mobile Phone
Email
S. M.
Accounting/Finance Coordinator
Mobile Phone
Email

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

J. M.
Account Representative
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. L.
Financial Advisor
Mobile Phone
Email
United StatesTexas
Sep 12, 2024
B. T.
Mobile Phone
Email
UNITED STATES
Jul 13, 2023
J. S.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
J. M.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
P. R.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
P. H.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Wealth Management Group, LLC. known for?

Wealth 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?

Wealth 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?

Wealth Management Group, LLC. has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

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

As of February 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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