The Wealth Transfer Group: Mission Statement

The Wealth Transfer Group, Inc. is committed to helping individuals and families preserve their wealth for the well being of future generations. Our mission is to identify, explore, explain, and then execute innovative strategies that will fulfill the unique goals of each client and thereby achieve optimal wealth transfer.

Our philosophy is simple... Any estate planning goal you have can be accomplished. The questions are how...when...and at what cost.

The Wealth Transfer Group, Inc. considers it our professional challenge and responsibility to present options that will exceed your expectations. We endeavor not only to perpetuate but ultimately to enhance the value of your estate for your beneficiaries.

We are problem solvers. We seek creative ways to reduce your costs in order to achieve maximum dispensation to individuals or designated philanthropies.

The Wealth Transfer Group, Inc. exclusively serves 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:

283 Cranes Roost Boulevard, Suite 145
Altamonte Springs, Florida 32701-3418
Phone: (407) 339-5787 | Fax: (407) 834-6205