Broker Check
 
Clarity and Reflection Long-Term Relationships Designed For You Simplified Solutions

Understanding Today's Financial Environment


Welcome! We are Family Wealth Management Group, a financial life planning and wealth management firm nestled in the foothills of the Appalachians. We are an independent investment planning practice specializing in fee-based financial planning focusing on wealth accumulation, income distribution, and wealth transfer strategies through WCG Wealth Advisors, LLC. Clients include long-time residents, as well as entrepreneurs and individuals drawn to the natural beauty of North Georgia as a retirement destination.

We understand that individuals face unique challenges as they plan for their life's journeys. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. 


Download Our App

We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office, plus it's 100% free.

Apple Store
Google Play

Individuals & Families

Let us provide you with guidance that can help you understand and better define your financial goals.

Learn More

Foundations & Endowments

We follow a comprehensive process designed to determine the optimal approach to managing your assets.

Learn More

Entrepreneurs

Special insight and perspective to help business owners pursue their objectives and success.

Learn More

Hourly Consulting

Learn More

Comprehensive Plans

Learn More

Wealth Management

Learn More

Advisory Services

Learn More

Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

 

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is the Dividend Yield?

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

Contributing to an IRA?

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

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

View all videos arrow