Disclosure Page

Wealth and Wellness Group is a Registered Investment Adviser located in the State of Michigan. The Firm’s current Form ADV Part 2A and Part 2B are available here or by visiting the SEC’s Investment Adviser Public Disclosure website. A copy of the Firm’s Privacy Policy, which explains how we collect, use, and safeguard personal information, is available below. Please use the contact us page to reach us if you have any questions, would like to request printed copies, or are unable to view or download the following documents.

Sample Advisor Agreement
Sample Risk Matrix and Investment Profile
Schwab LPOA Form for the WWG Transition

Wealth & Wellness Group ADV Part 2A
Wealth & Wellness Group ADV Part 2B
Synergos Financial Group ADV Part 2A
Synergos Financial Group ADV Part 2B