WFG's Wealth Management department provides a full-spectrum of solutions designed to support you in delivering top-tier services to your clients.

Primary support for our wealth management solutions stem from:

WFG Advisors LP

WFG Advisors LP provides comprehensive support for all of your advisory based business needs: advisor-directed wrap accounts, third-party money managers, your own independent RIA, or anywhere in between.
Read More about WFG Advisors

Insurance Products & Support

The Insurance Products & Support department operates as Advisor Marketing Services and WFG Strategic Alliance in order to provide a complete offering of insurance, financial products and services for you and your clients. Read more about WFG Insurance & Products

Advisor Marketing Services: Advisory Marketing Services provides you independent, unbiased research and analysis to better equip you to identify and implement appropriate fixed insurance based products and services for your clients. This free service includes:

• Immediate annuities
• Index annuities
• Life insurance
• Long-term care
• Estate planning solutions

WFG Strategic Alliance, Inc: WFG Strategic Alliance is a licensed insurance agency that provides variable-based insurance product support for our advisors. We provide at no additional cost sophisticated insurance and estate planning solutions that include:

• Split dollar rescue
• 2nd-to-die Life
• ISOP
• 412i-defined benefit plans
• Many other customized strategies

Advisor Marketing Services is independent of WFG Investments, Inc.