Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office, as well as highlights from the Tax Cuts and Jobs Act. Don’t forget to check out the client spotlight, where we believe you will see a very familiar face!


In this edition:

  • WAG on the Move:
    • New Year- New Logo
    • Welcome Rachael Burke
    • Maranda Wellman – Completes the requirements for her CPA license!
  • Tax Corner: Tax Cuts and Jobs Act Highlights on Individual and Estate Taxes
  • Tech Corner: www.wealthag.com is all new!
  • Client Spotlight: Bill Griffin


To read full issue click here.

12726 Coldwater Road
Fort Wayne, IN 46845

P 260.619.3100   |   F 260.619.3609

12726 Coldwater Road | Fort Wayne, IN 46845

P 260.619.3100   |   F 260.619.3609

© 2023 Wealth Advisors Group.

All rights reserved.

Privacy Policy Form CRS

Investment advice and financial planning offered through Wealth Advisors Group, LLC, a registered investment advisor.