The Wealth Transfer Group, Inc. is a highly experienced wealth transfer planning firm located in Winter Park, FL. With over 40 years of expertise, they have assisted high net worth families across the United States in legally and tax efficiently transferring billions of dollars to their families and chosen charities.
Known for their personalized approach, The Wealth Transfer Group takes the time to listen and understand each client's unique financial planning needs, goals, and aspirations. Their core services include tax-advantaged estate planning, charitable gift planning, and life insurance design implementation. With a commitment to always doing what is right for their clients, they have built long-term relationships and have become trusted advisors for many families seeking to grow and preserve their wealth for future generations.
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