Wealth Strategy Group Employee Directory

Q: What is Wealth Strategy Group known for?

Wealth Strategy Group was founded in 2009. Wealth Strategy Group operates in the Investment Management industry.

Q: How many employees does Wealth Strategy Group have currently?

Wealth Strategy Group has approximately 7 employees.

Investment ManagementMichigan, United States2-10 Employees

Wealth Strategy Group (WSG) offers more than just financial services—we provide a personalized wealth management experience. Our independent advisors craft strategies tailored to your unique goals, adapting as your circumstances evolve.
Our Key Differentiators:
Proactive Risk Optimization (PRO): Optimize your portfolio with our PRO strategy, leveraging ETFs and market insights to balance growth and risk.
Route2Retire (R2R): Simplify retirement planning with our R2R program, offering a clear path and confidence for your future using our exclusive R2R Roadmap.
Private Client Services: Receive bespoke solutions for complex financial needs, from estate planning to business succession.
WSG is your valued partner for financial success at every life stage. Join us to chart your course to financial prosperity.
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org)/SIPC (sipc.org).
The financial professionals associated with Wealth Strategy Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Find Wealth Strategy Group employees' phone numbers or email addresses

Wealth Strategy Group Global Highlights

North America
12

United States Of America
11
Canada
1

Wealth Strategy Group's Leadership

R. T.
Owner/President
Mobile Phone
Email
D. S.
Managing Partner
Mobile Phone
Email
J. A.
Director Of Operations
Mobile Phone
Email
I. J. J.
Business Strategy Associate
Mobile Phone
Email
I. J.
Business Strategy Associate
Mobile Phone
Email
K. H.
Licensed Paraplanner, Barton And Associates
Mobile Phone
Email
K. V.
Registered Wealth Management Associate
Mobile Phone
Email
K. P.
Executive Administrative Assistant
Mobile Phone
Email

Contact profiles from Wealth Strategy Group

Name

Title

Contact Info

Location

Last Update

R. T.
Owner/President
Mobile Phone
Email
United StatesMichigan
Nov 19, 2025
D. S.
Managing Partner
Mobile Phone
Email
Oct 22, 2024
J. A.
Director Of Operations
Mobile Phone
Email
Dec 30, 2023
I. J. J.
Business Strategy Associate
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
I. J.
Business Strategy Associate
Mobile Phone
Email
United StatesWisconsin
Jul 07, 2024
K. H.
Licensed Paraplanner, Barton And Associates
Mobile Phone
Email
Oct 22, 2024
K. V.
Registered Wealth Management Associate
Mobile Phone
Email
United StatesMichigan
Apr 24, 2025
K. P.
Executive Administrative Assistant
Mobile Phone
Email
United StatesMichigan
Aug 14, 2025

Frequently Asked Questions

What is Wealth Strategy Group known for?

Wealth Strategy Group was founded in 2009 operates in the Investment Management industry. The company's main headquarters is located in 148 West Washington Street, Suite b; you can contact the main corporate office by phone at

+1-906-228-****

. Explore Wealth Strategy Group's company overview page for more information.

What is Wealth Strategy Group's most common email format?

Wealth Strategy Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Strategy Group email formats with LeadIQ.

How many employees does Wealth Strategy Group have currently?

Wealth Strategy Group has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Wealth Strategy Group's key employees and leadership?

As of December 2025, Wealth Strategy Group's key employees include:

Owner/President: R. T.
Managing Partner: D. S.
Director Of Operations: J. A.
Business Strategy Associate: I. J. J.
Business Strategy Associate: I. J.

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