Wealth Strategy Group

Good morning and welcome to a new week! Small steps taken consistently can lead to extraordinary results.

We have some exciting news to share — our Marquette office is moving to a new location!

We feel this new location will provide better access and parking for our clients. Although we have enjoyed our time downtown, as Marquette continues to grow, we have found it more difficult for clients to find parking and easily access our office. We believe you will find our new location more accessible and just as inviting.

Effective July 13, you can find us at:
1645 Commerce Drive, Suite C
Marquette, MI 49855

As we make this transition, our physical offices will be closed from June 29 through July 10. However, we will remain fully accessible by phone and email during that time, so please don't hesitate to reach out if you need anything.

Once we're settled in, we look forward to welcoming you to the new space! We'll be announcing an open house sometime this fall — stay tuned for details.

Thank you for your continued trust and support. We can't wait to show you what's ahead!

What the U.S. - Iran Agreement May Mean for Investors

What the U.S. - Iran Agreement May Mean for Investors | Wealth Strategy Group A preliminary agreement between the United States and Iran was announced this past weekend, with a formal signing expected later this week and a phased framework that unfolds over roughly 60 days. Markets responded positively. Below is our perspective on what this may mean over the coming month and....

Happy Monday, everyone! For today, we have a simple truth that is very easy to forget.