Broker Check
 
Transparency Trust Intimacy Integrity

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
Call Out Box One Call Out Box One

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

Learn More
 
Call Out Box Two

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

Learn More
 
Call Out Box Three

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

Learn More
 

Helpful Content

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Rule of 72

The Rule of 72

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.

 

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Retirement Redefined

Around the country, attitudes about retirement are shifting.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

View all videos arrow