We at WSG Advisors, LLC desire to know and understand your financial objectives before providing you with the highest quality of information, services and products to help you reach your goals.
Our commitment to our clients is based on the relationship we form with them, both professionally and personally.
Our Mission Statement is simply the following:
In everything we do, we believe in challenging conventional wisdom in traditional wealth accumulation and distribution strategies.
In everything we do, we believe in challenging the thinking of the Administration and its strategies for taxing wealth in this country.
In everything we do, we believe in creating proven wealth strategies where cash flow generated from these strategies can be exempt from Federal Income taxes under the Internal Revenue Code.
|Firm Start Year:||1988|
|Name of Custodial Firm:|
|Number of Years with Current Firm:||30|
|Investment Types:||Other, International Investments, Stocks, Stocks Mutual Funds, Bonds, Bond Mutual Funds, Real Estate, Options, Annuities, Alternative Investments|
|Firm's Number of Clients:||115|
|Firm's Number of Planning Clients:||50|
|Firm's Number of Managed Clients:||45|
|Assets Managed by Firm:||Yes|
Compensation and Fees
|Fee % Based on Assets:||1|
|Additional Details on Charges:||Hourly fee arrangement is hardly ever used with the exception of complex estate planning cases AUM: 0-500K 1% 500K-1M .8% 1M-2M .65% 2M-5M .50% 0ver 5M Negotiable|
Bob Gardner, president and founder of WSG Advisors, has been a practicing financial advisor for more than three decades. As president, he focuses his experience and knowledge on comprehensive wealth management for retirees and pre-retirees. With a strong background in financial services and insurance, Bob has extensive knowledge in how money works and, more importantly, how to make it work for his clients.
Since his college days, he has continually worked to further his professional education and business acumen by attending continuing education classes and becoming a Certified Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and a Registered Financial Consultant (RFC). Bob is committed to helping retirees and pre-retirees live their ideal lives, and as such, has conducted more than 300 seminars and workshops since 1997, as well as more than 4,000 consulting interviews with individuals in or nearing retirement.
Bob is a native South Carolinian, and he and his family have been residents of Hilton Head Island since 2004.
|Hardeeville||Hilton Head Island|
|Saint Helena Island||Savannah|