About Wealth Management Group, LLC.
wealthmg.comWealth Management Group LLC is an independent financial planning firm serving individuals, families, and businesses with a full range of financial, risk-management and insurance services since 1998. The company stands apart from their competitors by offering superior customer service, sound advice and winning strategies grounded in experience and driven by innovation. Wealth Management Group is devoted to building, managing and preserving a clients wealth so they have peace of mind and can build the kind of future they want for themselves and their family. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through Wealth Management Group an SEC Registered Investment Advisor which is not affiliated with APFS. Any opinions expressed in this forum are not the opinions or view of American Portfolios Financial Services, Inc. (APFS) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place. Past performance is no guarantee of future returns. Please remember that all investing involves risk and possible loss of principal capital. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users.
SaaS Adoption
SaaS Adoption indicates the level of adoption by this company of software as a service services.
Cloud Adoption
Cloud Adoption indicates the level of adoption by this company of cloud services.
IT Footprint
IT Footprint gives a relative indication of how much IT services this company consumes.
IT Spend
IT Spend shows roughly how much this client spends on IT per year in USD.
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
Know the products your prospects use
Vendor Usage
Wealth Management Group, LLC. uses 5 different technologies from 25 different vendors. They have above average use of several technologies including Junxure, Riskalyze and Broadridge Advisor Solutions.
Product Categories
Wealth Management Group, LLC. uses products from 29 different product categories. They are particularly heavy users of products in Web Analytics, Banking & Finance, and Online Advertising.
Recently Detected Technologies
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
| Technology | Category | Vendor | Usage |
|---|---|---|---|
| Junxure | Customer Relationship Management (CRM) | Junxure |  |
| Riskalyze | Banking & Finance | Riskalyze Inc. |  |
| Broadridge Advisor Solutions | Banking & Finance | Broadridge Financial Solutions, Inc. | |
| Java | Programming Languages | Oracle | |
| Salesforce.com CRM | Customer Relationship Management (CRM) | Salesforce.com, inc | |
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