Corundum Group is a reputable brand offering expert financial advice and personalized service to help safeguard your wealth. With a strong focus on fostering trust and clear communication, they prioritize understanding your unique needs. Established in 1992, Corundum Group is a Registered Investment Advisor managing around $800 million in assets.

Originally a family office, they have grown into a boutique firm providing top-tier products and advice. In addition to their investment advisory platform, Corundum Group offers estate planning support and a wide range of concierge services. The brand name Corundum reflects their heritage and symbolizes their strength and value as they continue to serve a diverse clientele.

Their comprehensive approach, known as the WellWorth Process, ensures that all aspects of your financial plan are taken care of, from investment and estate planning to taxes and banking. The dedicated team at Corundum Group works collaboratively with your other advisors to create effective strategies tailored to your goals. Experience the peace of mind of having one voice and one direction guiding your financial journey by partnering with Corundum Group