Welcome to The Wealth Advocate

Retirement Planning Education

Welcome and I hope that you find everything that you need at our website. We are always changing and upgrading our content to address the needs of our clients and prospective clients.

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.

About The Wealth Advocate

Independent

As an independent Registered Investment Advisor, we have a fiduciary obligation to you our client, not to a brokerage company or an insurance company. We are able to seek out the best tools available in the financial marketplace to build and manage your portfolio no matter where they are found.

World Class Managers

Whether it be world class professional money managers such as Alliance Bernstein, Blackrock, Canterbury and Global Wealth; or Annuities and Insurance products from firms such as Allianz, ING, and New York Life, we use the best financial tools available today to achieve your goals.

Our Mission

Through education, advice and guidance our mission is to empower you to make informed decisions to protect and grow your portfolio and to protect your family’s lifestyle in retirement.