Wealth Group LTD
The Wealth Group is a privately owned, independent financial advisory firm founded in 2002 and headquartered in Eden Prairie, Minnesota. The firm employs a team of Certified Financial Planners (CFPs) and financial advisors who serve individuals and families throughout the United States. The Wealth Group prioritizes long-term relationships, custom investment and financial planning, and ongoing client education and support.
Investment Strategy
The Wealth Group focuses on individualized, comprehensive financial planning and investment strategies tailored to each client's goals and risk tolerance. As an independent and fiduciary firm, they recommend solutions best suited to the client's objectives, emphasizing tax efficiency, income optimization, and long-term wealth accumulation. Their approach prioritizes transparency, education, and continual review of financial strategies to adapt to changes in client circumstances or market conditions.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES | 26.63% | $115.1M | 171,964 | $484.22 | $669.30 | -$1.9M |
B BBUS | JP Morgan | 10.55% | $45.6M | 377,826 | $114.12 | $120.66 | +$20.9M |
Q QUAL | ISHARES | 8.86% | $38.3M | 196,940 | $153.73 | $194.50 | +$4.0M |
V VGT | Vanguard | 6.15% | $26.6M | 35,567 | $493.16 | $746.63 | +$1.3M |
V VOO | Vanguard | 5.74% | $24.8M | 40,524 | $442.16 | $612.38 | +$258.0K |