Where Wealth Meets Wisdom.

Because true wealth is the kind that lets you relax into your future.

In Today's Economy

Your wealth is more fragile than ever.

In the last few years, good families have lost money to:

  • “Passive income” scams

  • Ponzi Schemes

  • High-risk investments packaged as “opportunities”

  • Advisors more loyal to their comissions than their clients

  • Market volatility that wiped out decades of savings

Most people don’t lose money because they made bad decisions. They lose money because they trusted the wrong people. 

Your Wealth Group exists to fix that.

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What our Clients have to say:

Why Your Wealth Group?

Frequently Asked Questions

Clear answers to help you make confident insurance decisions.

What types of clients do you work with?

We work with individuals, families, and small business owners who want to take control of their finances and plan for the future. Whether you’re just starting out, preparing for retirement, or managing complex investments, our advisors can help.

How do I get started with Your Wealth Group?

Simply fill out the form above and our producer, Yahya Bakkar, will contact you.

Are your financial plans customized?

Yes — every financial plan we create is tailored to your unique goals, lifestyle, and risk tolerance. We don’t believe in “one-size-fits-all” advice, so you’ll always receive strategies designed just for you.

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