Wealth Management Group, LLC

Wealth Management Group, LLC WMG provides comprehensive wealth management services that simplify clients’ lives so that they can focus on the things that matter most. Member FINRA/SIPC.

We work for our clients as we would for our own families. At WMG, we aspire to build lasting meaningful relationships based on integrity and superior client service. Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL F

inancial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Have a kid heading off to college? Here are a few tips.
01/07/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
01/05/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
01/02/2026

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

Learn the language of life insurance.
12/31/2025

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
12/29/2025

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Are dividends a key component when evaluating investment opportunities? Learn more.
12/26/2025

Are dividends a key component when evaluating investment opportunities? Learn more.

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

A good professional provides important guidance and insight through the years. Explore what that means in this helpful p...
12/24/2025

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
12/22/2025

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
12/19/2025

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
12/17/2025

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Address

515 N Main Street
Rice Lake, WI

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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