Cornerstones of Our Firm:
Transparency, Trust, Intimacy, and Integrity
At Edward George Wealth Management Group, we use a highly-personalized approach to help individuals take control of their financial future. Our firm is rooted in experience and we put a strong emphasis on reputation, transparent communication, and a deep understanding of our clients’ goals and objectives.Contact Us
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Learn when it may not make sense to file a claim on your home insurance.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Making the most of surprises is a great reason to work with us.
What if instead of buying that vacation home, you invested the money?
All about how missing the best market days (or the worst!) might affect your portfolio.