Who We Are
Wealth Management Resources specializes in custom-fit wealth creation. We help individuals and businesses to create highly customized, values-based investment strategies that reflect your personal goals and interests. Plus, these strategies help them reap tax benefits.
Our unique approach to wealth creation integrates personalized investment strategies with tax planning strategies to maximize wealth creation in every portfolio.
We bring the most innovative industry leaders, platforms, and resources together to create a leading investment management offering for our clients. To that end, we've partnered with the Charles Schwab Corporation (Schwab), one of the premier industry custodians, as well as ORG Partners Advisor Group, aim to deliver the quality expertise, innovation, and investment customization needed to help you achieve your financial objectives.
At Wealth Management Resources, we provide our advisory services under the auspices of WealthShield Partners, LLC, which is registered with the Securities and Exchange Commission. See our disclosure for more info.
How We Can Help You
At a time when technology has given rise to cookie-cutter investment options and do-it-yourself investing, Wealth Management Resources offers you a more personal, customized approach to investing. With a strong focus on the tax implications of every investing decision, our services include investment analysis, investment management, 401(k) management, and self-direct account management.
Established in 2015, the firm is headquartered in Brunswick, Ohio. A pioneer in virtual investing, we're based on a virtual model of independent financial advisors that allows Wealth Management Resources to serve our clients in every market across the U.S.
Benefits of Working With Us
Our goal is for you to need us less and less.
Through ongoing guidance and education, you’ll gain the confidence you need to make some of these decisions on your own. Of course, we’ll be here to guide you every step of the way, but throughout our partnership, we want to provide you with the knowledge and tools you need to manage your finances on your own as much as possible so you feel empowered to take control of your financial future.
We strive to exceed your expectations every day.
While we focus our efforts on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money, and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.