WEALTH MANAGEMENT GROUP - Key Persons
Alan specializes in financial planning - collaborating with his clients to help them create, manage, and preserve wealth.
Gavan's role is focused on analysis of industry trends and corporate cash flows. The results of his analysis will provide investment recommendations to support WMG Advisors in optimizing your investments, with the goal of maximizing long-term total return.
Background
Gavan graduated summa cum laude with honors from Wright State University's College of Business. Gavan's professional experience is within financial services and banking.
Lauren focuses on back-office services for Advisors as well as assisting in servicing client needs.
Job Titles:
- Compliance Officer
- President
Mike specializes in comprehensive financial planning and investment management services that provide a broad variety of solutions to your financial needs. His goal: to provide financial planning advice that clients need to improve their current lifestyles while pursuing financial independence and wealth preservation.
Michael (Mike) has been working in the financial services industry for over 3 decades. As a Certified Financial Planner™ and independent financial adviser, he provides unbiased advice to help individuals and businesses build their financial futures. He does this by following the 7 step financial planning process. Using this process he assesses where his clients are financially, determines their risk tolerance, and identifies their goals and objectives. He then uses this information to create a personalized financial plan or strategy. As clients' needs change or evolve, he makes appropriate adjustments to strategies and portfolios so clients can create, manage, and preserve their wealth.
Mike specializes in investment, retirement, tax, and estate planning, and he offers a broad variety of investment options and insurance plans. He also helps clients minimize their annual tax burden by analyzing their current tax and financial situation and then recommending an appropriate course of action, including capital gains tax loss harvesting. His goal: to provide the investment and tax planning advice clients need to improve their lifestyles while pursuing financial confidence and future retirement income needs. For clients ready to retire, Mike recommends investments and strategies that provide lifetime income, wealth preservation, and inflation protection, providing the confidence that comes from knowing you have a sound plan in place.
Mike's average client has between $250,000 and $500,000 to invest. Although he works with a number of high net worth families and professionals, many of his clients are working couples who have saved less than $500,000. He works primarily on a fee basis for services rendered.
Experience
Mike began his career in 1986 as a registered representative of Investment Management and Research, Inc. In 1988, he moved to a small financial planning and investment firm called Brazie Financial. In 1991, Michael and two partners, David A. Smith and Forest W. Moses, established Smith, Griesmeyer & Moses LLC (SGMLLC). Over the years SGMLLC grew into one of the Miami Valley's largest financial planning firms, as ranked by the Dayton Business Journal.
Today, Mike is President and founder of Wealth Management Group, Inc. a state Registered Investment Advisory firm (RIA) specializing in helping individuals, families, and small businesses create, manage, and preserve wealth.
Professional Qualifications & Experience
Mike received his CFP® certification in 1988 after earning a bachelor of science in business with a major in financial services from Wright State University.
Mike is licensed and does business with clients nationwide. He is currently securities licensed in 12 states. He holds Life, Accident & Health, and Variable insurance licenses plus these Security licenses:
Series 7 (General Securities Representative)
Series 24 (General Securities Principal)
Series 63 (Uniform Securities Agent State Law)
Personal
Mike was born in Dayton, Ohio, and is married to Marcie J Griesmeyer. They have two children Lauren and Gavan. A former high school and college football player, Mike loves college sports, especially OSU football. His hobbies include cooking, gardening, and indoor cycling. He and his family enjoy travel, adventure, and meeting new people. He has been a member, past president, and 3x Paul Harris fellow of the Tipp City Rotary Club.
*As reported in Financial Planning Magazine, 1996-2014, based on total revenue.
Richard specializes in comprehensive financial planning and family wealth transfer.
Richard's passion lies in providing comprehensive financial planning for high net worth families, business owners, corporate executives, and family wealth transfer. His dedication to ensuring financial security and prosperity for his clients is unwavering.
Richard has a strong foundation in Business Management. He earned his Bachelors of Science degree from West Point and went on to achieve the Certified Retirement Planning Counselor (CRPC) designation. His thirst for knowledge led him to complete his Certified Financial Planner (CFP) education at Rice University.
Beyond the world of wealth management, Richard cherishes time spent with his wife and their two dogs and cats. His adventurous spirit finds expression in traveling and skydiving and while at home he enjoys DIY projects. Richard also makes a meaningful impact by volunteering at animal shelters, demonstrating his commitment to both financial well-being and community welfare.