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We’re Passionate About
For nearly twenty years, Wealth & Pension Services Group (WPSG) has been helping individuals and businesses achieve their financial goals and plan for a strong financial future. With our advisors averaging 15 years of experience, Wealth & Pension Services Group offers the depth of knowledge that you expect and deserve.
Professionals, executives, retirees, and businesses all turn to Wealth & Pension Services Group for thoughtful financial advice, custom asset management, and long-term retirement planning. Financial success is not just about building an investment portfolio or managing a 401k. It’s about building a strategy, building assets and building a future. So we start by building a relationship.
As a Registered Investment Advisor, we’re held to a higher fiduciary standard – yours. We are independent professional advisors who believe in placing your interests first above all others, not sales representatives working for a mutual fund, bank or insurance company.
As you can imagine, we covered quite a few themes: from the hyperactive role of the central banks to quite dysfunctional politics, from increasingly influential demographics to unusual economic and financial configurations, and from exciting innovations to disturbing income inequalities and social tensions... Click on image to view
Matt B. Bailey, CFA, head Portfolio Manager at Wealth & Pension Services Group in Smyrna, GA has earned the prestigious Chartered Financial Analyst® (CFA®) designation.
The CFA charter, the most respected and recognized investment credential in the world, represents a tradition of upholding the highest standards of education and integrity in the investment profession. The charter is recognized globally by employers, investment professionals, and investors as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.Read More
Site disclaimer: Wealth & Pension Services Group, Inc. is a registered investment advisor. This site is for information purposes only regarding services.
This is not an offer to buy or sell any investment. We do not provide legal or tax advice. Securities offered by Triad Advisors, member FINRA, SIPC.