Story Wealth Management Group

Story Wealth Management Group is an independent financial advisory firm located in Douglas, Georgia. The company employs 5 to 9 individuals and has generated annual revenue in the range of $1 million. Story Wealth Management Group provides a comprehensive range of financial services to help clients achieve their financial goals. These services encompass investment management, financial planning, retirement planning, tax planning, and estate planning. The firm is committed to educating clients and providing them with the resources and guidance they need to make informed financial decisions. In addition to traditional advisory services, Story Wealth Management Group actively engages with clients through local workshops, presentations, and annual reviews. They also offer white papers to keep clients informed about current financial trends and strategies. Story Wealth Management Group offers securities through Summit Brokerage Services Inc., Member FINRA/SIPC. Their advisory services are provided through Summit Financial Group, Inc., a registered Investment Advisor. Client accounts are carried by Pershing LLC, a BNY Securities Group Co., and subsidiary of the Bank of New York Company, Inc. For more information, visit their website at storywealth.com.