Our team has over 200 years in Financial, Business, Commercial & Residential Real Estate, Lending, Legal Matters, and Investment Management experience at your disposal. We are an independent group of consultants with allegiance to our clients. We focus on specific needs to find personalized and creative solutions.
We are here to help guide you, your family, and your business.
An integrated strategic plan is best achieved by considering all facets of your financial picture. Our mission is to create an optimal plan that meets your goals.
We will work with other key professionals such as your accountant, attorney, insurance agent, real estate agent, and anyone else that can help achieve the best result for you.
Commercial Banking & Lending Entrepreneurship | Commercial Real Estate Strategic Planning | Marketing
Commercial Real Estate | Lending
Middle Market Banking | Cash Flow
Treasury Mgmt |Investor RE Analysis
CRE Analysis | Commercial/CMBS Lending Residential Lending | Investment Banking Contract and Legal Issues
Management | Financial Analysis
Capital Structure & Budgeting | Mortgage Lending | Sales Analysis
Client Account Manager
Client Services | Bookkeeping
CRM & Web Applications | Office Management
Real Estate | Business Development
Sales Management |Marketing
Branding | Legal Cannabis Consulting
Business Banking Management
Lending| Accounting | CRE Former Audit Principal
Wealth Management |Risk Mitigation | Business Consultancy | Expert Asset Analyst| Certified Trust and Fiduciary Advisor
Small Business | Budgeting | Lending
Time Keeping & Management | HR
Cash Flow Analysis
Legal Matters | Small Business Planning Consumer Protection | Credit Analysis Identity & Reputation Management
Please be advised that Wealth Advocacy renders consulting services which do not constitute and should be construed as, legal, tax, investment, or accounting advice – all of which should be given only by duly-licensed professionals.
Wealth Advocacy, LLC is not affiliated with any financial planning firm, affiliation or accreditation board and does not hold itself out as providing any legal, tax, financial or other advice. Wealth Advocacy, LLC does not make any recommendation or endorsement as to any advisor, financial planner or other service, product, entity or individual or to any material submitted by third parties or linked to or from this website.
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