Wealth Strategy Group

Wealth Strategy Group (WSG) is a financial services firm serving clients from offices in Marquette, Michigan, and Tomahawk, Wisconsin. Its approach centers on helping individuals and families invest, plan for retirement, and manage their broader financial lives. The firm offers investment management through its PRO Strategy, designed to help safeguard wealth while pursuing growth, and retirement planning through Route2Retire (R2R), which guides clients toward a confident and fulfilling retirement. WSG360 provides a comprehensive approach to managing multiple aspects of a client’s financial life. The firm also offers financial planning and wealth management services.

For employers and retirement plan sponsors, Wealth Strategy Group provides fiduciary oversight, investment monitoring, fee benchmarking, and participant education. Its support includes documenting prudent processes and reviewing investments and service providers over time, with an emphasis on compliance and participant outcomes. The team includes wealth advisors, associate advisors, client relationship managers, and operations staff. WSG invites prospective clients to request a meeting and learn about its services, while offering educational resources such as videos, investor insights, a newsletter, and a blog.