Barry Swaim (CFP®)

Barry Swaim focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Wealth Management Group, Inc. is a personal financial advisory firm dedicated to providing comprehensive financial planning to middle America on a fee-only basis. Our goal is to form long-term, fiduciary relationships with our clients in order to create, implement and manage holistic financial plans on an on-going, proactive basis. We seek to minimize client expenses and to eliminate any potential conflict of interest in the advisory relationship. Trust is the central element in the client / advisor relationship. By working with clients on a continuous basis and eliminating all conflicts of interest, we can focus on helping our clients reach their financial goals and realize their life dreams.

Additional Information

WHAT MAKES US DIFFERENT? There are two factors that distinguish Wealth Management Group, Inc. from the bulk of the financial planning / brokerage industry: our fee-only compensation system and our holistic approach. A fee-only compensation structure is essential in ensuring that a financial advisor is acting only in the client’s best interests. We are compensated for our services on an hourly basis or through an annual retainer fee. Our clients know, up front, how much they will be billed and what services they will receive. There are never any hidden charges or added costs. Our holistic approach ensures that our client’s financial plans are complete and integrated. It is not sufficient to have only a well-structured investment plan. Investment decisions must take into account careful tax planning as well as estate and insurance planning. All of our recommendations take into consideration the effect that they will have on all other aspects of our client’s financial lives. In addition to a complete, integrated plan, we work with our clients on an on-going basis to proactively manage that plan. A financial plan is not static. A financial plan should not be a one-time, hard bound snap-shot. A true financial plan is dynamic. It is constantly evolving. Please visit our website at www.wmgonline for details of our services.

NAPFA Start Date

October 06, 2004

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This Office

1399 Ashleybrook Ln Ste 120 Winston Salem, NC 27103-2961 Phone: (336) 760-4829 Fax: (336) 464-1111