Wealth Strategies Group: Integrity, Insight, and Service
At Wealth Strategies Group, we are guided by the belief that your dreams for the future should be realized – and protected. In all of the products and services we offer, we remain focused on a single mission: to help secure your future, and your satisfaction.
In 1984, Patrick Carroll, ChFC, MSFS, and Certified Financial PlannerTM, founded Medallion Financial Group. In 2005, Medallion become Wealth Strategies Group, and Carroll and his team of business and financial professionals opened an office serving the Maryland, D.C., and Virginia area.
Our Financial Services
A regionally-based, comprehensive financial services firm, Wealth Strategies Group specializes in estate, investment, retirement, and tax planning. In addition, our firm provides quality accounting, bookkeeping, and tax preparation for our clients. Through our affiliated Legal Services, we offer estate planning and analysis, including the establishment of Living Trusts.
Since its founding, our firm has grown to serve a select base of customers throughout the Maryland, D.C., and Virginia area, while earning the reputation as an innovative and respected industry leader. We seek to build a lasting partnership with every client, by identifying their concerns and providing real solutions. We benchmark our success on your satisfaction, and pride ourselves on helping to make sure your dreams withstand the test of time.