We had a great time at our Client Appreciation event at the Shucker’s baseball game! We are looking forward to our next event with you. Thanks to all of our clients for your wonderful support to Wealth CAPS and allowing us to help create retirement plans and see you through the next phase of your lives. It means a lot to us.
We are an independent financial service firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Business-Owner Strategies Group LLC.