PLUS GROUP WEALTH ADVISORS
Updated 26 days ago
P.O. Box 338, Belgium, WI 53004
We are a fee-based advisor firm. This helps ensure we act in your best interest by removing the incentive of commissions from our compensation model. Because we work for you and you alone, we have no incentive to recommend one investment or planning tool over another. At the end of the day, we make money as you make money. As independent insurance agents we may receive commissions on fixed annuity or life insurance products if they fit with your investment objectives...
Whether starting a family, hard at work in your career, or cruising into retirement, our mission is to simplify your financial situation and help you work towards reaching your short and long-term goals...
We are an independent Registered Investment Advisor firm based in Belgium, Wisconsin, dedicated to providing our clients with a comprehensive array of advisory services. Prior to 2019, Jay Lauer & Brent Neis were doing business as Plus Group Financial under the registration of multiple independent broker-dealers,
Also known as: Plus Group Wealth Advisors, LLC