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    Wealth Management
    At WG Financial Group, we can help you determine a strategy appropriate for your financial situation.
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    Sterling Capital

    Sterling is a multi-billion-dollar SEC Registered Investment Adviser and a massive research and due diligence firm that acts as AE Wealth Management’s independent chief investment officer. Sterling does due diligence on asset managers to help us identify the difference between a great investment manager and a manager who just has really great marketing.

    Made up of 150 employees, 40 of which possess the Chartered Financial Analyst designation, Sterling digs beneath the surface to find “best-in-class” investment management support. Amazon and Adobe are among its other clients. Like AEWM, Sterling is not a firm that you could call directly and build a relationship with. It is through our strategic partnership with AEWM that we get access to this first-class organization. Sterling will help us:

    Sterling’s objective investment guidance enables us to provide an investment platform that is transparent and unbiased, so we can provide you with clear investment choices.

    AE Wealth Management

    AE Wealth Management (AEWM) is an SEC Registered Investment Adviser that is part of a full service financial services company. AEWM takes care of running our investment platform so we can spend more time working with you. They build out the tools and services we need to run our business and, together, we combine investment management, financial planning and retirement planning services into one cohesive operation focused on helping you work toward your financial goals.

    AEWM is not open to the public. Rather than working with individual investors, AEWM exclusively services a select group of some of the top independent financial advisors in the country.

    Some of the benefits and services AEWM brings to our firm include:

    With clear communication, straightforward pricing and constant evaluation, this all-encompassing platform allows us to set a new industry standard for creating and executing effective, customized financial strategies.

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    Retirement Kit

    Enter your information below to request this kit including three separate guides that address several retirement topics.

  • Who We Are / Our Focus
    Meet Cris Wallace
    As a company, the WG Financial Group ideology and inspiration is clearly articulated by a passage found in Proverbs 22:1, “A good name is more desirable than great riches; to be esteemed is better than silver or gold.”
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    Financial Services
    We are a full service financial services firm that believes in creating and fostering lasting personal relationships with our clients. Our team has a genuine passion for helping people secure their financial future.
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    Privacy Policy | Terms of Use

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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