Bringing Honesty, Integrity and Commitment
To Our Relationships Since Day One
For decades, Wealth Manager Group has been closely involved in the financial planning community. Our founder, Irving Eisenberg started the firm in the early 2000s after transitioning from practicing as a life insurance agent and a traditional CPA. His mission was to truly help people enjoy their wealth and our advisory team has continued to uphold his legacy and the values he believed in.
Over time, the faces of our team may have changed, but Irv’s vision of honesty, integrity and commitment to serving our clients has remained pillars of our firm.
Our Fiduciary Promise
As Your Financial Partner
The primary goal we have as a team is to offer care and loyalty, place your needs first, and provide advice that will benefit you ahead of us.
Here’s How We Exemplify Those Values:
Personal Connections
We work to ensure you feel confident in the personalization of your financial experience. Through one-on-one connections, we’ll discover more about you and what sets you apart.
Honesty & Integrity
Our goal is to provide you with a client experience that you feel comfortable and confident in. By remaining honest and transparent in our conversations, we continue to work in your best interest and provide recommendations that work for you.
A Team-Based Approach
While our team members work closely with each of our clients, we collaborate with one another in order to ensure a seamless, confident and detail-oriented experience.
Attention to Detail & Level of Curiosity
As a young team, we bring the energy and focus needed to design a plan that encompasses all of your needs. We are always challenging ourselves and seeking opportunities to continue learning in order to provide unmatched financial service.