What departments does Wealth Strategy Group have?

Wealth Strategy Group has employees across 1 departments including Operations.

What is the largest department at Wealth Strategy Group?

The largest department at Wealth Strategy Group is Operations with 1 employees.

Where are Wealth Strategy Group employees located globally?

Wealth Strategy Group has employees across 1 continents and 1 countries including United States Of America.

How has Wealth Strategy Group's team size changed over time?

Wealth Strategy Group's team has decreased from approximately 7 to 5 employees based on available data.

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Wealth Strategy Group Employee Directory

Investment ManagementMichigan, United States2-10 Employees

Wealth Strategy Group is an investment management firm based in Marquette, Michigan. With a small, close-knit team, it provides a personalized wealth management experience through independent advisors who tailor strategies to each client's goals and adapt as circumstances change. Its services include a proactive approach to risk management that seeks to balance growth and risk in client portfolios, a retirement-planning program that offers a clear roadmap, and bespoke solutions for complex needs such as estate planning and business succession. Securities and advisory services are offered through LPL Financial, a registered investment adviser, with standard regulatory disclosures regarding where its professionals may discuss or transact business.

Wealth Strategy Group Global Highlights

North America
10

United States Of America
10

Wealth Strategy Group's Leadership

D. S.
Managing Partner
Mobile Phone
Email
J. A.
Director Of Operations
Mobile Phone
Email
K. H.
Licensed Paraplanner, Barton And Associates
Mobile Phone
Email

Wealth Strategy Group Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other
Analytics

Contact profiles from Wealth Strategy Group

Name

Title

Contact Info

Location

Last Update

D. S.
Managing Partner
Mobile Phone
Email
Oct 22, 2024
J. A.
Director Of Operations
Mobile Phone
Email
Dec 30, 2023
K. H.
Licensed Paraplanner, Barton And Associates
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Wealth Strategy Group known for?

Wealth Strategy Group was founded in 2009 operates in the Investment Management industry; 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 5 employees as of July 2026. These team members are located across 1 continents, including North America.

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

As of July 2026, Wealth Strategy Group's key employees include:

Managing Partner: D. S.
Director Of Operations: J. A.
Licensed Paraplanner, Barton And Associates: K. H.

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Wealth Strategy Group Employee Directory

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