Wealth Management Group

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Members of Wealth Management Group, LLC traveled to St. Louis from Oct. 25 th to the 29 th to attend the BAM Alliance National Annual Conference and the BAM Advisor Services Master Forum Training. The BAM Alliance consists of 140 firms throughout the country with $21 Billion of investments under management. Scott Brown is also a member of the BAM Master Forum group. The Master Forum is a select group of the top 20 of the 140 firms that make up The BAM Alliance. The annual training consists of two days of expert speakers within the field of financial services, round tables and networking.

When WMG was formed, we wanted to provide our clients access to the top companies and solutions in the financial services industry. We established a strategic alliance with the independent firm, BAM Advisor Services, LLC to help us bring you a powerful team approach to your investment experiences.

With offices in Connecticut, New York and San Francisco, was founded in 2006 by the leaders and founders of successful compliance consulting companies and the nonprofit National Society for Compliance Professionals. Ascendant offers innovative compliance consulting: we are solution providers who bring our clients customized compliance and operational solutions that allow them to focus on growing their businesses.

Wealth Management Group was founded in 2001 by the partners of Raymond F. Book & Associates, P.A. CPAs to satisfy a need in the marketplace where expert financial planners could implement tax efficient investment strategies for clients whereby results could be continuously monitored and changes made when necessary. It was essential that the clients interests be first and foremost in any decision thus WMG chose to deliver advisory services for individuals, businesses, trusts, not for profits and retirement plans using a fee based model.

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