A clear basis
for our work together.

General information

This website introduces Wealth Growth Partners and its approach. It does not provide individualized investment, legal or tax advice, or constitute an offer to buy or sell a security. Decisions should reflect your circumstances and advice from appropriately appointed professionals.

Investment risk

Investing involves risk, including possible loss of principal. Diversification and risk management do not eliminate risk or assure a profit. No investment outcome, level of return or protection against loss is guaranteed.

Engagement and authority

Services are subject to a written agreement defining the contracting parties, scope, fees, responsibilities and any delegated authority. The website itself does not create an advisory relationship or grant investment discretion. Regulatory capacity and any fiduciary responsibilities depend on the applicable engagement and service provider.

Experience and external organizations

References to the founder’s prior roles describe her experience. They do not imply endorsement of WGP by, or current affiliation with, those organizations. Assets referenced in a prior role are not WGP assets under management.

USG Strategy

USG Strategy built and powers this website. Operating services discussed on this site are separately scoped. This attribution does not identify USG Strategy as an investment adviser, custodian or fiduciary.

Questions

For questions about WGP or a proposed engagement, contact victoria@wgp.ai.