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Wealth Management Group LLC
Wealth Management Group, LLC is a financial advisory firm headquartered in Oklahoma City, Oklahoma. Established in 1979 and rooted in a family legacy dating back to 1956, the firm offers personalized financial strategies to help clients achieve their goals. Their services include retirement planning, investment management, business succession planning, and tax-efficient strategies. They cater to a diverse clientele, including pre-retirees, retirees, business owners, and families. The firm’s approach emphasizes a structured process: discovery, presenting ideas, implementing strategies, and ongoing monitoring to adapt to clients’ evolving financial situations. Wealth Management Group, LLC is affiliated with Osaic Wealth, Inc., a registered investment advisor and member of FINRA/SIPC.