Overview

Wealth Pro was established in 2018 with a singular mission: to redefine how individuals and institutions engage with investment opportunities. What began as a modest venture quickly evolved into a dynamic and forward-thinking investment firm, built on the foundation of trust, transparency, and relentless pursuit of value. From day one, our focus has been on delivering strategic, data-informed investment solutions tailored to a rapidly changing global economy.

In the early years, we concentrated on building a solid infrastructure that could support scalable growth and long-term sustainability. Through disciplined planning, client-first values, and the adoption of emerging technologies, we laid the groundwork for what would soon become a distinctive voice in the world of modern investing. Our growth has been fueled not just by performance, but by our ability to connect with clients on a deeper level, understanding their goals, their concerns, and their appetite for innovation.

As our reputation grew, so too did our range of services. Today, Wealth Pro offers a wide spectrum of investment products designed to meet the unique needs of individuals, families, and institutions. Whether navigating public markets, exploring alternative assets, or leveraging sophisticated financial models, we provide access to strategies that are typically reserved for high-net-worth and institutional investors. Our team of analysts and advisors brings together decades of combined experience, ensuring every recommendation is grounded in research, rigor, and results.

At the core of our success is a commitment to innovation. We continuously invest in advanced data analytics, AI-driven market insights, and cutting edge portfolio management tools. This allows us to not only stay ahead of financial trends, but to actively shape them, delivering forward thinking solutions in a landscape that demands agility and foresight. We don’t just react to change; we anticipate it, and position our clients to benefit from it.

Looking ahead, Wealth Pro remains dedicated to expanding our impact. We are exploring new markets, cultivating strategic partnerships, and enhancing our platform to ensure we remain a trusted partner for generations of investors. While our story began in 2018, our vision extends far beyond today. With every passing year, we aim to elevate what it means to invest and what it means to trust an investment firm with your future.

Board Members

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Michael George

CEO

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Brian Ronald

Senior Partner

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Melissa Brandon

Senior Partner

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Ryan Nicholas

Senior Corporate Counsel

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Shirley Dennis

Customer Service Representative

As Seen In

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