Broker Check

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Who is your typical client? 

The typical client for Story Wealth Management Group is approaching retirement within a 5-year time or is currently in retirement. They value honesty and transparency, are passionate about their future financial goals, and serious about making sound financial decisions.

How do I get started? 

It’s simple to request an appointment and get started as a client at Story Wealth Management Group.

  • Call our office directly at 912-384-0030 or Toll-Free at 877-240-9787.
  • E-mail Debra Walker, Administrative Coordinator at Story Wealth Management Group at dwalker@storywealth.com

Is there a charge for the initial meeting?

Story Wealth Management Group knows the importance of sound decision making! Regardless if you become a client or not, we will never charge a fee for the Initial Meeting. The Initial Meeting is a time for us to get to know each other, understand your financial goals, and discuss ways in which Story Wealth Management Group may be able to assist you.

What do I need to bring to the first meeting?

The Initial Meeting covers a lot of information which considers your previous and current financial account statuses. For this reason, we ask that you bring the following information to the Initial Meeting:

  • Previous year’s tax return
  • All brokerage firm statements
  • All annuity, life, and Long-Term Care policies
  • All IRA and Retirement statements
  • Copy of relevant documents such as wills and trusts

How do you charge for the services you provide?

Story Wealth Management Group seeks to provide the best value for our client. Each client is unique and at Story Wealth Management Group we take this into account. We work with you to determine what plan creates the most value for you, whether fee-based or commission.

Do you accept referrals?

We love referrals and appreciate the referrals we receive, in fact, most our clients came to our office based on a referral. We encourage you to research our firm and bring a list of questions that you may have to your Initial Meeting.

Who is NOT a good fit for Story Wealth?

Story Wealth Management is not a “stock jockey”, nor do we participate in the trading of “penny stocks”. Story Wealth Management Group offers expertise, service, and integrity to clients seeking guidance and advice regarding their financial future. We develop personalized financial plans for improvement, growth, and stability. If you are not serious about a commitment to your financial goals and personalized guidance, we kindly ask for you to research other firm options.


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