Welcome to The Wealth Advocate

Integrated Tax Business and Financial Planning

For our clients our first concern is protecting them from overpaying on their taxes. If you get the taxes wrong nothing else matters, that is why it is usually the first task we tackle with our new clients.

Property Tax Mitigation | Cost Segregation | Workers Comp Insurance Audits | Credit Card Merchant Account Audits | Federal Tax Incentives

For "brick and mortar" businesses with employees we help them reduce "Business Costs" in a greater fashion by performing various audits without disruption of any business processes. In most cases we can get the business tax incentives for items that they had no idea they were entitled. In many industries we attain over $100,000 in rebates or incentives.

Unlike traditional brokerages that make money from each transaction, or companies that typically sell a limited set of financial products, we are an independent financial planning firm. That means we can address your wealth management needs holistically by developing strategies that address all aspects of your business and investments. Plus, we use the latest analytic tools, portfolio management platforms, and diverse set of financial investment vehicles available. It’s a unique 360-degree approach that’s centered on your success.

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