About Wealth Strategy Group
wsginvest.comWealth Strategy Group (WSG) offers more than just financial services—we provide a personalized wealth management experience. Our independent advisors craft strategies tailored to your unique goals, adapting as your circumstances evolve.Our Key Differentiators:Proactive Risk Optimization (PRO): Optimize your portfolio with our PRO strategy, leveraging ETFs and market insights to balance growth and risk.Route2Retire (R2R): Simplify retirement planning with our R2R program, offering a clear path and confidence for your future using our exclusive R2R Roadmap.Private Client Services: Receive bespoke solutions for complex financial needs, from estate planning to business succession.WSG is your valued partner for financial success at every life stage. Join us to chart your course to financial prosperity.Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org)/SIPC (sipc.org).The financial professionals associated with Wealth Strategy Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
SaaS Adoption
SaaS Adoption indicates the level of adoption by this company of software as a service services.
Cloud Adoption
Cloud Adoption indicates the level of adoption by this company of cloud services.
IT Footprint
IT Footprint gives a relative indication of how much IT services this company consumes.
IT Spend
IT Spend shows roughly how much this client spends on IT per year in USD.
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
Know the products your prospects use
Vendor Usage
Wealth Strategy Group uses 5 different technologies from 16 different vendors. They have above average use of several technologies including QuickBooks, Google DoubleClick and GoDaddy.
Product Categories
Wealth Strategy Group uses products from 15 different product categories. They are particularly heavy users of products in Web Servers, Online Advertising, and Cloud Platforms & Services.
Recently Detected Technologies
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
| Technology | Category | Vendor | Usage |
|---|---|---|---|
| Drupal | Web Content Management | Drupal.org |  |
| Azure DNS | DNS Servers | Microsoft Corporation | |
| JotForm | Web Content Management | JotForm Inc. | |
| Google DoubleClick | Online Advertising | Google LLC | |
| GoDaddy | Web Hosting Services | GoDaddy | |
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