The Wealth Group, Ltd

The Wealth Group, Ltd. is a registered investment adviser specializing in individualized money management services for individuals, high net worth individuals, corporations, charitable organizations, and trusts. The firm was established in June 2010 by Con T. McDonald. The investment strategies focus on contrarian/value investing, utilizing a combination of stocks, mutual funds, bonds, exchange-traded funds, and cash. Clients have the option to choose internal or external money managers based on their preferences and goals. The firm's fee structure for internal money management is based on a percentage of assets under management, with fees ranging from 0.225% to 1.75% depending on the account size. External money managers have separate fee structures that include fees for the firm, the external manager, and the custodian. Clients may have their accounts debited for fees or be billed directly. The firm does not participate in wrap-fee programs. The Wealth Group, Ltd. acts as a fiduciary, providing investment advice in the best interests of clients. Clients have the option to impose reasonable restrictions on their accounts, and the firm does not maintain custody of client assets. The investment discretion level varies based on client preferences and account management type. The firm's investment philosophy focuses on long-term capital preservation and consistent performance. The team of advisers at The Wealth Group, Ltd. includes Con T. McDonald, Keith C. Beck, Jamie D. Sledge, W. Chad Carrick, Justin D. Sledge, James C. Parker, Leonard R. Creech Jr., and William H. Sigmon III. Each adviser has a background in accounting, finance, or related fields, and works under the supervision of Mr. McDonald. The firm's code of ethics emphasizes client interests, conflict avoidance, and compliance with regulatory requirements. Clients are encouraged to review account statements provided by the custodian and are informed about the risks associated with investing in securities.