Our Firm

Jeff Maroz, Wealth Management Group President:

Our mission is to educate our clients and provide them with the highest level of service available in the financial planning marketplace. With over 100 years of collective experience among our team, we are dedicated to providing our clients with a thorough and efficient plan to help them achieve their retirement and estate planning goals.

WMG provides specialty insurance for individuals, corporations and partnerships as well as comprehensive investment and estate planning strategies for high net worth families. We focus on the application of insurance and retirement plans for our clients, and offer strategies to protect and create wealth.

  1. Founded in 1986, WMG has remained a nationally respected authority in life insurance and retirement planning for over 20 years.
  2. Along with our affiliates, we have collectively transacted over $1 Billion of life insurance coverage in the senior citizen market alone.
  3. Contracts with over 75 insurance carriers to help ensure the best product is implemented for any strategy selected.
  4. Access to an award winning money management team to ensure you the best service available for all your financial investment needs.

Proper estate planning strategies and wealth transfer plans requires detailed planning performed by experienced professionals. At WMG, we strive to ensure our clients’ assets are effectively positioned to protect against unnecessary taxes while maintaining capital preservation and growth. Our team consists of recognized specialists in the following areas:

  • Tax saving strategies
  • Charitable planning
  • Pension rescue strategies
  • Estate tax and transfer planning
  • Gifting strategies
  • Asset growth strategies
  • Asset leveraging strategies
  • Asset diversification strategies 

One of WMG’s primary areas of expertise includes assisting individuals over the age of 65 with their estate planning needs. This market contains complex financial products that require ongoing service and qualified management. At WMG, we remain at the forefront of insurance planning, financial trends, and changing tax laws to ensure our clients the most updated information at all times. We specialize in providing services in the following areas:

  • Life Settlement Programs
  • Long Term Care
  • New Life Insurance Coverage
  • Disability Insurance
  • Evaluation of Existing
  • Life Insurance Coverage Annuities
  • Retirement Plans: Qualified and Non-Qualified 
  • Insurance for Business Needs