Overview
Wall Street Money Management Group, Inc. (“WSMMG”) was founded in 1988 and is currently registered with the following State Securities Commission Offices: (Florida, New York, New Jersey, Connecticut, Ohio, and Pennsylvania. WSMMG provides personalized confidential Investment Supervisory Services, often known as investment management to individuals. Advice is provided through consultation with the client and may include: determination of financial objectives, cash flow management, investment management, and retirement planning. WSMMG is in the business of selling stocks and variable insurance products and charges all clients a percentage of assets under management for its services. WSMMG does not act as a custodian of client assets, thus, each client maintains asset control. .Customized Solutions
As an investment adviser we have the experience and flexibility to provide tailored, objective wealth management solutions. Every client is different, so each portfolio is designed to meet the unique financial needs and goals of each individual.Alignment of Interest
At WSMMG, we are here to serve our clients’ interests and only our clients’. Our fee-only structure means that as our client, you are assured of receiving qualified, objective recommendations for your specific goals.Managing Complexity
We recognize that clients face sophisticated challenges. WSMMG is intimately familiar with the complexity of managing wealth and offers the depth of experience to provide customized solutionsEXCLUSIVE MANAGEMENT METHODS AND ANALYSIS
Purchases and sales of mutual funds and other investments take place according to unique portfolio management methods and analysis, which can not be found anywhere else, available exclusively through the Wall Street Money Management Group, Inc.PROTECTIVE INVESTMENT STRATEGIES
Investors enjoy the benefits designed into the program to provide protective disciplines and the insight granted by the low risk market entry point indicators.A DISCIPLINED, UNEMOTIONAL APPROACH TO INVESTING
All investment purchase and sale decisions are the result of a disciplined, unemotional approach to investing which eliminates the type of personal trauma sometimes associated with managing and minimizing loss.30-DAY MONEY BACK GUARANTEE
A new client may cancel within the first thirty (30) days and receive a full refund of administrative fees by notifying us in writing, by certified mail.The Wall Street Money Center Corp.
Boca Raton Corporate Office | 2385 Executive Center Drive, Suite 100 | Boca Raton, Florida 33431
561-962-2850 | Toll Free (1-800) 592-5578 | Fax 561-962-2710 | Members FINRA/SIPC
