Financial Services Since 1991
Your Retirement Our Focus

7900 Kirkland Court
Portage, MI 49024

About - Retirement Wealth
Management Group

Mission

At the Retirement Wealth Management Group, our mission is to create client investment portfolios that seek to generate a retirement income that lasts a lifetime. We have made a commitment to excellence in everything we do. Our goal is to exceed our client’s expectations at all times.

Experience & Skill

Our clients may benefit by obtaining thorough and comprehensive advice from a retirement wealth manager. We have guided our clients through the ups and downs of the financial markets and understand the importance of having great communication with our clients. Each client’s financial plan is built on their personal needs and goals combined with the most comprehensive and suitable products.

Our clients have the feeling of confidence that comes from knowing they have planned for the future and that the details are being taken care of properly.

With our team of professionals managing your portfolio, you should be able to spend less time worrying and more time enjoying the life you’ve earned.

Independence & Objectivity

The Retirement Wealth Management Group is an independent investment management firm. We represent our clients and their interests rather than any specific company, which we believe it vital to delivering objective and recommendations.

We are not employees of any Wall Street firm that distributes products — we are our client’s advocate, we work for our clients, and our role is to provide disciplined advice for good times and bad.

There is no question that retirement comes with its own set of challenges. At The Retirement Wealth Management Group, we strive to use our experience, skill, and thorough understanding of your needs to build a portfolio with the goal to help you face these challenges with confidence.

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Georgia (GA), Illinois (IL), Indiana (IN), Louisiana (LA), Massachusetts (MA), Michigan (MI), New Jersey (NJ), Ohio (OH), Tennessee (TN), Texas (TX), Virginia (VA), Washington (WA), & Wisconsin (WI). ​

The Retirement Wealth Management Group, McAfee Financial Services, DocSpot Financial, Alkhamis Financial Retirement Wealth Management and LPL Financial are separate entities.