Wealth Transfer Group Inc Employee Directory

Financial ServicesUnited States11-50 Employees

The Wealth Transfer Group, Inc., located on Florida’s “Space Coast”, home of Cape Canaveral and The Kennedy Space Center, has been advising high net worth families on wealth transfer planning for 40 years.  Over those 40 years, we have helped our clients legally and tax efficiently transfer billions of dollars to their families and chosen charities.

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333. 1-800-765-5201. Investment Advisory services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. The Wealth Transfer Group, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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