It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges due to your career. When you need help, how do you know who to turn to? Who can you rely on to understand your life and guide you through complicated decisions and opportunities?

That’s why Wealth Advocate Group exists. We founded our practice to act as your advocate with your interests in mind. Our meticulous attention to every detail of your financial life and our well-coordinated approach allows you to experience confidence and security, no matter what your life looks like.

Who We Are

Wealth Advocate Group is an independent, fee-based wealth management company made up of a team of CERTIFIED FINANCIAL PLANNERS™ (CFP®). Through our comprehensive services and caring-first approach, we focus on empowering and educating our clients so they can make the best decisions for their lives.

Who We Serve

In order to provide the highest level of service possible, we have tailored our services and expertise to serve select groups of clients: senior executives of public companies and independent contractor business owners, such as real estate agents and tech consultants. Both of these groups face unique opportunities and challenges that need the touch of someone who understands their situation.

For instance, senior executives require sophisticated and specialized planning in the areas of risk management and reducing their tax burden due to holding restricted stock and stock options. Our other niche of business owners benefit from our deep knowledge of business planning and setup, tax efficiency, cash flow, and risk management. Our clients are smart and savvy individuals who often know how to handle their financial lives, but lack the time and energy to give their money the attention it needs. Our team is here to help with it all so you don’t have to worry about something slipping through the cracks.

How We Work

At Wealth Advocate Group, we do things differently. That’s because everything we do has you at the center. That’s why you won’t find any cookie-cutter strategies when you work with us. We strive to get to know and understand your needs, wants, and long-term goals so we can craft, implement, and monitor a custom-tailored financial plan and investment portfolio through our deep bench of services and expertise. We are fiduciaries, which means you always come first. We are in this with you for the long haul, building relationships that last a lifetime so you can rest easy, knowing your future is in good hands.

What Makes Us Different

In a nutshell, we are committed to a planning-first philosophy for clients that always includes education and transparency. Our clients tell us that we consistently go above and beyond their expectations as we work tirelessly to help them achieve their personal, professional, and financial goals.

If you want to see the difference an objective, relationship-based financial advisor can make in your life as you work toward financial independence on your own terms, we’d love to meet you. Reach out to us at Contact@Wadvocate.com or 440-505-5578 to schedule an introductory consultation.