Wealth Management Group of North America

Wealth Management Group of North America (WMGNA) is a financial advisory firm headquartered in Farmington, Connecticut. Founded in 1995, the company has grown to employ 12 individuals and has generated $65 million in revenue. WMGNA offers a unique monthly subscription service separate from traditional investment management. Their "tax-out" approach to financial planning encompasses a range of services, including custom-tailored solutions, tax preparation provided by their strategic CPAs, and a focus on optimizing tax savings and minimizing financial expenses. Clients can choose to subscribe monthly for ongoing support and guidance. WMGNA distinguishes itself through its commitment to its subscribers' needs, prioritizing their financial well-being above all else. Their "Formula for True Success™" emphasizes achieving a fulfilling lifestyle, balanced with financial prosperity and ample time to enjoy it. The company operates two offices and serves clients in 28 states across the United States. To learn more about WMGNA's services, visit their website at wmgna.com.