Wealth Capital Group - Your Pillar of Financial Strength - Registered Investment Advisor
258 N. Main Rd. Suite C - 2nd Floor, Vineland, NJ 08361 · Phone 856-692-0088 · Fax 856-692-0772

Wealth Capital Group -  Registered Investment Advisor
We've been involved in thousands of financial transactions that have had a multitude of tax consequences and legal ramifications, everything from a simple stock trade to a company-wide IRA rollover. It's this experience, insight and knowledge that we put to work for you almost immediately.


INTRO | PROCESS | SERVICES | MISSION | 401K PLANNERS


Wealth Capital Group - Intro

Benefit from our knowledge
Our advisors take their responsibility very seriously to protect those assets you've worked so hard to earn. That's why we spend the extra time to find out more about your current position, and more importantly, where you want to be in one, ten or twenty or more years down the road.

Each one of our recommendations are based on fundamental and financial principles that have stood the test of time. And although we believe our strategies to be in your best interest, we also feel it's important to see how you feel about them. We want you to understand our strategies and be comfortable with their implementation into your financial life.

We've been involved in thousands of financial transactions that have had a multitude of tax consequences and legal ramifications, everything from a simple stock trade to a company-wide IRA rollover. It's this experience, insight and knowledge that we put to work for you almost immediately.

Check the background of this investment professional on FINRA's BrokerCheck

The Process Wealth Capital Group - Process
A business relationship with Wealth Capital Group begins with a brief information gathering session. It's here where we'll come to understand your current financial position, future goals and aspirations.

We'll use this data to develop a sound financial strategy. Then we'll present you with a personalized plan of action. If you feel comfortable with our recommendations, we'll begin our work - strategizing, organizing and building - putting all the pieces together so that you never have to worry about your financial stability again.

Always remember that every facet of your financial life is intertwined. Each one affects the other. It is our in-depth understanding of this basic fact that allows us to create a personalized plan just for you.

Of course all of this work is performed at no cost or obligation. We think it's our basic responsibility to you, the client. We also believe it's good business.

So why not begin benefiting from our years of experience.


Wealth Capital Group - Services
Company Services
From the most simple to highly complex, our team of financial professionals can help. Remember, Wealth Capital Group is here to serve you whether you need us to handle a retirement program for 20,000 employees or just to set up a mutual fund for your daughter's education. Whatever your need, we have a solution.

As you can see, our experience is very diverse - Stocks, Bonds, Mutual Funds, Tax Free Municipal Bonds, Money Markets, Advisory Services, Rollovers, IRAs, Pension Plans, Profit Sharing, 401K, 403B, Fixed and Variable Annuities, Whole and Term Life Insurance, Long-term Care Insurance and Mortgages.


Company Mission Wealth Capital Group - Mission

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Our Mission is to continually build a successful business by providing our clients consistent quality results with impeccable service and trust, through long lasting relationships.

401 K Planner - A division of Wealth Capital Group


401K Planners is a separate strategic business that was created help individuals and companies manage their 401K accounts.

Most of our clients come to us after asking themselves the following four questions.

  1. Am I satisfied with the fees the company is being charged?
  2. Am I happy with the performance of the retirement plan?
  3. Are the employees and company continuously being educated on these plans?
  4. Are my employees and the company happy with the service of the administrating company?
If you just answered "no" to any of these questions, then you owe it to yourself and your employees to meet with 401K Planners.

We'll perform an independent review of your current retirement program and guide you through your options that are best for you and your employees. We'll take the time to help your employees make reliable, informed decisions. We'll also provide plans, including tax laws, wealth building strategies and new investment opportunities.

Most importantly, this initial consultation is free of charge. It's our way of showing you firsthand how we can be of immediate benefit to you and your organization.

Although we manage a multitude of company retirement plans, our biggest reward is working with individuals. So whether you are part of a large group or would like a retirement plan just for you and your family, then give us a call.

Retirement can be a scary part of life, but for those who have taken the time to plan, it is a welcomed change of pace. Why not let 401K Planners make your retirement years the best that they can be.

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Check the background of this investment professional on FINRA's BrokerCheck.

Securities offered through: Securities Service Network, Inc, Member FINRA & SIPC. Advisory Services through SSN Advisory, Inc. a Registered Investment Advisor. Some employees of Wealth Capital Group are registered representatives of SSN. Wealth Capital Group is otherwise not affiliated with SSN.
We are licensed to sell securities in AZ, CA, CT, D.C., FL, LA, MA, NC, NJ, NY, PA, TN, TX, VA and WA.
We are licensed to sell variable products in FL and PA. Fee-based advisory services are available only to residents of: New Jersey (NJ).

For More Information Please E-mail us at rich@WealthCapitalGrp.com