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About Us

Come in looking for a Financial Planner and Walk out with your very own C.F.O.

At Solutions Group Wealth Management, clients enjoy the financial industry’s highest standard in personalized planning. Our veteran professionals specialize in simplifying the complexities of our clients’ financial lives.

Based in Longwood, Florida, we are proud to serve clients throughout Central Florida and across the continental United States. While providing a comprehensive spectrum of services, we unite the access and resources of major institutional firms with the personal touch of a local practice. By keeping our clients’ best interests at the heart of our process, we deliver best-in-class advice and strategies in a genuine, approachable environment.

Our Leadership Commitment

There are a few things our leadership team knows to be true. First, Honesty. From our perspective, this is the most valuable trait when looking for someone to help manage your financial future. Fact is, people test others every day to see if their word has meaning, and if they follow through with their promises. We invite you to give us a shot.

Second, Trust. Since day one, we have built our firm on trust and a hands-on style of customer service. From minimizing estate and income taxes, investment allocation and diversification, to asset protection and planning for persons with disabilities, we’re responsive, experienced, and thorough. Like your own C.F.O. should be.

Third, Dependability. Our firm is here to guide you through every step of your financial journey. Whether you are just starting to learn about investments or you have been investing your entire life, you can depend on our firm to provide custom solutions that fit your specific lifestyle and financial goals.