Let's Network and Grow Together
Enhance your network of professionals delivering world-class advice and solutions.
Let's Network and Grow Together
Enhance your network of professionals delivering world-class advice and solutions.
We leverage multi-disciplinary backgrounds including:
- Executive Coaching
- Accountants
- Bookkeeping
- Investor Relations
- Banking and Trust
- Risk Management
- Expert Witness
- Finance
- Attorneys
- Sales and Marketing
- Real Estate
- HR and Team Building
- Logistics
- Communications
- Strategic Consulting
contact us
Let's set up a time for us to learn more about how WA fits in with your goals.
Our Process
[NEEDS B2B WORK]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.
About Us
Wealth Advocacy works together with world-class professionals to bring objective advice, services, and resources to all people and businesses.
We are in-person, virtual, and hybrid. The Wealth Advocacy footprint is everywhere you want to be!
CASE STUDIES
Wealth Advocacy Advice: Pre-planned meetings with CPA and attorney on potential tax saving strategies, new business organization, and estate plan update.
Outcome: Was able to achieve current year tax saving plan reviewed by CPA, established new entity to hold business assets as recommended by attorney. Estate plan updates in progress.
Wealth Advocacy Advice: Held meetings with existing team of advisors to help coordinate potential tax saving strategies, including new retirement and insurance concepts. Engagement continues with family and legacy planning with legal team.
Outcome: Per the accounting team, client will realize significant tax savings initially and improved pre-planning in future years.