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.
Please contact us with any questions or comments at:
1980 N. Atlantic Ave.
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.
Website maintained by The Wealth Transfer Group, Inc.
Last updated January 31, 2021