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
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Learn a little about worldwide currency in this fun infographic
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Simple steps may help you foil hackers and protect your privacy.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Even if you’re young and single, you should still consider protecting yourself.
Being healthy not only makes you feel good, it may also help you financially.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It’s never a bad time to speak with your financial professional about changes in your situation.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Do you have causes that you want to support with donations?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
If you died, what would happen to your email archives, social profiles and online accounts?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.