The Ready Group

The Ready Group, also known as TRG Wealth, is an independent financial services firm focused on helping individuals, families, and business owners make informed decisions about their financial futures. The firm emphasizes personalized advice, long-term relationships, accessible service, and recommendations centered on clients’ interests and goals. Its team supports business owners with succession planning, business strategy, and comprehensive planning, while also addressing clients’ personal wealth needs.

Services include portfolio management, financial planning, retirement strategies, estate and legacy planning, life insurance, Social Security strategies, cash flow analysis, tax minimization, charitable giving, long-term care, and education funding. For employers and business owners, the firm also offers group life and disability coverage and 401(k) plan design. The Ready Group’s process begins with discovery, followed by a tailored strategy, implementation, and ongoing monitoring and adjustments as clients’ circumstances or markets change. The firm shares financial insights and market commentary and serves clients from offices in Middletown and Wilmington, Delaware.