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Eight Financial Advisors Combine Expertise to Form Wealth & Pension Services Group

Thursday, November 8, 2012 23:51

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Atlanta, GA, (Sharewellnewswire.com) November 8, 2012 – After a year of planning, eight independent financial advisors have consolidated their experience and expertise to form a single firm – Wealth & Pension Services Group. The unique team approach ensures that each individual and business client has access to the right financial expertise, industry knowledge, and best practices. The firm will remain independent, retaining the freedom to objectively align financial strategies with client financial goals, rather than with preferred products or sales quotas.

“Our core services will remain the same, including our personal client relationships and independent decision-making,” said William Kring, President. “We are excited that as a team we can offer new solutions and broader experience to meet each client’s unique needs.”

Wealth & Pension Services Group clients will notice a number of business enhancements:

Breadth of experience – larger advisor team with 15 year average advisor tenure brings additional resources and insight.
Formal Investment Committee – To create asset allocation strategies, conduct research, identify investment opportunities and monitor client portfolios.
New Client Tools – Including Financial View 360^SM, a consolidated online financial dashboard with real-time view of net worth, financial performance and results.
Additional Office Location – In addition to the current Smyrna/Vinings headquarters, the firm will meet with clients in the Concourse Corporate Center.

Wealth & Pension Services Group will continue to serve both individual clients as well as businesses. Individual services include investment and wealth management, financial advice, retirement planning, estate and trust planning, and divorce planning. Corporate services include group benefits, investment banking and institutional management, such as foundations and endowments. The firm’s dedicated subsidiary, 401KProAdvisor (www.401kproadvisor.com), offers 401k consulting and corporate retirement plan management.

About Wealth & Pension Services Group

Wealth & Pension Services Group is a team of dedicated professionals uniquely qualified to provide a comprehensive suite of financial services to individuals and businesses, including personal investment and wealth management strategies, 401(k) plan consulting and management and fee-based asset management. As a Registered Investment Advisor, our services are objective and fee-only. Taking a team approach helps us meet the distinct financial objectives of each investor, and our ability to make independent decisions powers their ability to achieve a higher standard of financial independence. www.wealthandpension.com

Securities offered by Triad Advisors, member FINRA, SIPC.

2012-11-08 23:43:03

Source: https://www.sharewellnewswire.com/eight-financial-advisors-combine-expertise-to-form-wealth-amp-pension-services-group-3389.htm/

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