Wealth Management Strategies Group

Specialties

Planning for retirement can be overwhelming. At Wealth Management Strategies Group, our goal is to help you streamline and simplify the process, and to provide the tools and information you need to get on track. Whether it’s evaluating a regular savings plan, analyzing current investments that are earmarked for retirement, or projecting how much income you may be able to generate throughout retirement, advisors at Wealth Management Strategies Group have years of experience in these areas and the tools to put that experience to work for you.

History

Established in 2009.

Wealth Management Strategies Group, a firm that helps private investors build wealth and create multigenerational financial legacies. We offer individuals, business owners, professionals and their families a dynamic combination of financial planning, retirement planning, estate planning and investment management.

Meet the Business Owner

Paul R.

Business Owner

Paul Rampoldi is a managing partner with Wealth Management Strategies Group. As a financial professional with more than 20 years of experience, Paul creates value for clients by providing them with the professional knowledge and experience necessary to help them achieve their financial goals, offering ongoing service, individual attention and advice as their needs change.

Paul’s first priority is helping you reach your financial goals. You will receive the kind of professional, personalized service you need to make informed decisions about your financial future. Working together, a plan will be developed that seeks to meet your specific financial objectives and insurance needs.

Paul graduated with a Bachelors of Science Degree in Finance from San Diego State University in 1991. Paul is continually studying for the benefit of his clients. He has successfully studied for, and passed, the FINRA Series 7 General Securities registration, FINRA Series 63 license, State Life and Health Ins