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
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Apps that help small business owners better manage and grow their business.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
What are your options for investing in emerging markets?
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are hundreds of ETFs available. Should you invest in them?
Investors seeking world investments can choose between global and international funds. What's the difference?