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Wealth Transfer Group Inc Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Wealth Transfer Group Inc is a small financial services firm based in Cocoa Beach, Florida, on the Space Coast. For about four decades, it has advised high net worth families on wealth transfer planning, helping them move assets to relatives and to selected charities in a legally compliant and tax-efficient manner. The firm's work centers on estate and succession strategies tailored to affluent clients.

The company works with Valmark Securities, Inc. to offer securities and with Valmark Advisers, Inc. for investment advisory services, while Wealth Transfer Group operates as a separate entity from these firms. With a small professional team, the firm provides long-standing experience in its niche within the financial services industry.

Find Wealth Transfer Group Inc employees' phone numbers or email addresses

Wealth Transfer Group Inc Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Wealth Transfer Group Inc's Leadership

  • Stylized image of a person
    R. S.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. H.
    Manager
    Phone icon
    Mobile Phone

Wealth Transfer Group Inc Employee Metrics

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

Contact profiles from Wealth Transfer Group Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. S.
    President
    Phone icon
    Mobile Phone
    United StatesFlorida
    May 28, 2026
  • Stylized image of a person
    T. H.
    Manager
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Wealth Transfer Group Inc known for?

Minus sign iconPlus sign iconWealth Transfer Group Inc was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 1980 North Atlantic Avenue 514 Cocoa Beach, Florida 32931 United States; you can contact the main corporate office by phone at
+1-407-339-****
. Explore Wealth Transfer Group Inc's company overview page for more information.

What is Wealth Transfer Group Inc's most common email format?

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

How many employees does Wealth Transfer Group Inc have currently?

Minus sign iconPlus sign iconWealth Transfer Group Inc has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Wealth Transfer Group Inc's key employees and leadership?

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As of May 2026, Wealth Transfer Group Inc's key employees include:

  • President: R. S.
  • Manager: T. H.

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