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:

1980 N. Atlantic Ave.
Suite 514
Cocoa Beach, FL 32931

Office: (321) 507-4223

Fax: (321) 806-3244


Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333. 1-800-765-5201.

The Wealth Transfer Group, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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Last updated January 31, 2021