Wealth Management Group, LLC Adds New Services to Private Client Group Division

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Financial services firm Wealth Management Group, LLC adds in-house tax preparation and legal document review to existing line of services.

These people are constantly bombarded with solicitation and information. Never before has it been more important for them to have one trusted advisory organization like ours to help them navigate this ever-changing landscape.

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Wealth Management Group, LLC (http://www.WealthManageGroup.com), a financial services firm committed to helping clients improve their long-term financial success, announces the addition of two new services: in-house tax preparation and legal document review.

“Our new services are being offered, really, at the request of our clients,” says Douglas Chapman, Managing Partner. “With our commitment to client privacy and their desire for confidentiality, they prefer to have their information kept inside of one organization rather than spread amongst many different firms. I feel we have some of the best professionals available now to give these clients the services they are asking for and allow them to maintain peace of mind that their information is kept confidential.”

Based on this demand, Wealth Management Group has established Tax Planning Group, LLC. This division is staffed with CPAs and staff accountants in order to simplify tax preparation and filing for clients.

Legal document review is also now available in an effort to ensure documents are properly drafted according to each client’s wishes and desires. With its affiliated organization, Wealth Management Group now has an attorney available to review documents and offer objective input. Wealth Management Group does not draft legal documents, but reviews for merits or shortcomings.

The addition of new services allows Wealth Management Group to better meet the needs and expectations of its varied clientele.

“At Wealth Management Group, we service affluent families, entertainers, athletes, hedge fund managers and entrepreneurs in our Private Client Group,” Chapman says. “These people are constantly bombarded with solicitation and information. Never before has it been more important for them to have one trusted advisory organization like ours to help them navigate this ever-changing landscape.”

The in-house tax preparation and legal document review services join Wealth Management Group’s existing line of services, which includes investment advisory, insurance consulting, wealth optimization, risk management, financial strategies and financial planning.

For more information on in-house tax preparation and legal document review services, visit http://www.WealthManageGroup.com.

About Wealth Management Group, LLC
Wealth Management Group, LLC is a full-service wealth optimization organization designed to conservatively help clients accomplish their financial wishes. Headquartered in Clark, New Jersey, Wealth Management Group is firmly committed to providing clients with expertise, proven strategies and quality products, and unparalleled service.

Contact:
Douglas Chapman
732-340-1410

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