Our Firm
Plus Group Wealth Advisors, LLC is an independent Registered Investment Advisor firm based in Belgium, Wisconsin. Plus Group Wealth Advisors, LLC provides a comprehensive array of advisory services. Prior to 2019, Jay Lauer & Brent Neis were doing business as Plus Group Financial under the registration of multiple independent broker-dealers.
Plus Group Wealth Advisors, LLC strives to establish and build strong client relationships by spending the time necessary to:
- Fully understand the client's financial goals and objectives
- Explore, along with our clients, their acceptable risk
- Explain potential gains and losses related to each asset
- Educate clients on the basics of long-term investing
- Assure that clients are thoroughly informed of all fees and expenses
We are a fee-based wealth advisor. Advisory services are centered around your needs.
Working as fee-based advisors helps ensure we act in your best interest by removing the incentive of commissions from our compensation model. Because we work for you and you alone, we have no incentive to recommend one investment or planning tool over another. As independent insurance agents we may receive commissions on fixed annuity or life insurance products if they fit with your investment objectives.
We believe this model ensures we focus on your situation, your dreams, and your investments - recommending what we believe is best for you, not what pays the most commission. Our asset management fees are based upon a percentage of your assets, which means we are economically tied to your success.
