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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.

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When clients work with us, they are treated to honest communication and education.

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We help high-net worth individuals navigate the financial world, regardless of where they are in their career.

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Our experience sets us apart because we understand our clients’ needs.

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Assess whether you are running “in the black” or “in the red” each month.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Estimate how much you have the potential to earn during your working years.

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A presentation about managing money: using it, saving it, and even getting credit.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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Making the most of surprises is a great reason to work with us.

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