Financial vision We help you develop a financial vision of the future
Guidance Guiding you through life’s stages such as wealth accumulation, saving for college, business succession, and retirement planning
Custom Solutions We offer custom, not an off-the-shelf, solutions
Knowledge Delivering knowledge in our subject matter and depth of resources
For nearly two decades, SS&G Wealth Management has been providing financial advice and solutions to individuals, families and business organizations. Our experienced team delivers a full suite of products and services to meet each client’s unique needs and goals, from corporate retirement services to individual financial plans. We are focused on providing clients with customized investments and comprehensive financial planning solutions including retirement, education funding, and insurance. To provide the best choice and recommendations for our clients, we are an independent financial advisory firm and we offer both fee-based and brokerage services. Regardless of how you choose to work with us, we are fully committed to the fiduciary standard.
SS&G Wealth Management is partnered with Prosperity Advisory Group, a nationally-recognized financial advisory firm. The combined SS&G and Prosperity team deliver highly-credentialed expertise in areas of investment research and management, complex financial planning, small business planning, cyber-security, retirement plan solutions, estate, tax and risk management. Using a team approach, we provide a depth of resources and niche expertise that is both unique and extremely valuable to our clients.