Independent and Holistic Financial Advice.

740-532-8700

www.wainfinancialgroup.com

CUSTOMER LOG-IN

Meet our Founder, Malcolm Wain

As an Investment Advisor Representative, Malcolm has the credentials and experience to offer a full array of wealth management, retirement income planning and financial and estate planning services. In addition he provides comprehensive insurance strategies to protect and preserve your assets, while transferring those assets to your beneficiaries in the most tax-efficient manner. With 30 years of experience in the Financial Services industry, Malcolm has helped hundreds of clients achieve their retirement goals and dreams.

 

What does this mean to you?  In addition to protecting and growing your hard earned money, Malcolm can protect the assets that you own as well. This is his passion. Don’t chance your retirement, create it! Wain Financial Group is a firm utilizing the latest tactical planning technologies and strategies designed to bulletproof their clients’ positions.

 

Malcolm is independent, which means he works for his clients, not a brokerage firm or insurance company. Malcolm is a fiduciary, bound to act in the client’s best interest. Malcolm is holistic, and approaches each client individually and comprehensively. He uses private equity managers and practices tactical management, not a typical ‘buy and hold’ approach traditionally found in brokerage and 401k plan accounts.  That means money can be made even if the market is rising or falling, interest rates are rising or falling, or the decision is made to avert risk by going to cash. Malcolm likes to educate people on many financial topics either through a seminar/workshop or a two session class called Retirement 101 offered at a local university, college or technical school.

 

Please contact Malcolm to discuss how Wain Financial Group may be of assistance in helping you and your family or business with your financial goals. He offers a complimentary, no-obligation review of your current portfolio. He looks forward to speaking with you about your comprehensive financial planning goals and objectives and more importantly, he is excited about helping you achieve your goals together as a team.

 

GET STARTED

FINANCIAL PLANNING | FORECASTING | BUDGETING | TAX PLANNING | INVESTING

Independent and Holistic Financial Advice.

Wain Financial Group | 1621 South Third Street | Ironton, Ohio 45638 | 740-532-8700

©COPYRIGHT 2016. WAIN FINANCIAL GROUP. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS PROHIBITED.

Investment Advisory Services offered through Virtue Capital Management (VCM), an SEC Registered Investment Advisor.  Wain FInancial Group and VCM are independent of each other. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability.

 

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.