"Someone's sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Welcome to Wealth Architecture Group, Inc.
As a full services and completely integrated consulting firm, Wealth Architecture is uniquely designed to be a catalyst for individuals, families and entrepreneurs growth and lifestyle objectives by developing a personalized game plan for final affairs solutions, financial security, asset preservation and leaving a legacy.
Our primary focus is educating our clients on "Safe Harbor Solutions" that provide the proper financial Foundation for a more predictable, reliable and stable future. Specifically, this strategy provides "Principal Protection" during the growth phase during the accumulation years and "Tax Free Income" during the distribution years later in life.
Some of the innovative themes covered in our respective business units to enhance our clients financial literacy with a more wholistic and integrative approach is through our "Private Banking" themes. We empower our clients fundamentally with a powerful mindset expansion understanding the paradigm shifts from "Consumer" to "Entrepreneur".
One of the principles we teach is how to leverage capital as an entrepreneur through banks versus being leveraged by banks as a consumer. We have assembled an incredible portfolio of synergistic business partner "niche market" companies to facilitate these objectives.
Our services are offered within or derived from one of our four business units:
WAG Business Solutions WAG Insurance & Financial WAG Real Estate & Investments WAG Asset Protection
Custom plans for every stage of life.
Wherever you go, we'll go there with you.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.