The Wealth Transfer Group, Inc. serves only an elite clientele with estates exceeding $10,000,000. Our approach is long term. Because we believe in careful and comprehensive planning, we take the time to understand what you want to accomplish. Only then can we guide you step by step through the process of making informed, integrated decisions.

More about The Wealth Transfer Group, Inc. | Our Mission

Please contact us with any questions or comments at:

585 N. Courtenay Pkwy, Suite 201

Merritt Island, Florida 32953

Office: (321) 507-4223

Fax: (321) 806-3244

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Last updated March 24, 2017