805.886.6126

805.886.6126

805.886.6126

our services

See what we can do to set you and your business in the right direction.

Make an Appointment

Let Us Guide You

Helping businesses make the right decisions is our passion.

  • Strategic Business Consulting
  • Real Estate Consulting
  • Risk Analysis and Management
  • Income and Cash Flow Analysis
  • Entrepreneurial Advisory Services
  • Sales Management Consulting

Featured Service

Loan Consulting

Helping You Get the Boost Your Small Business Needs
We will use our combined industry knowledge and contacts to help you do research and complete documentation in order to position your company in the best possible way for a loan consideration.
Additional Resources
You can find an overwhelming amount of information online, which can be part of the problem. A good place to start is here: SBA Funding Programs and USA.gov.

We also provide expertise on Virtual Office Migration, Asset Protection and Risk Mitigation, Closely Held Asset Review, Succession and Legacy Planning, On Demand Corporate Officer, Corporate Governance, Website, SEO, and Social Media Integration, Sales Culture & Coaching, Benefit Plan Analysis, Strategic People Consulting, Ongoing Monitoring & Consultation.

How to Get Started

Contact Us

Your Initial Assessment

30 min | Complimentary

A confidential discussion of your goals, concerns, and success with our experts. We will leverage our extensive experience and network to determine the best path for your business.

Step 2. Planning Your Customized Strategy

Flex Sessions | Hourly/Retainer/Per Project

Based on the assessment of your goals, we will work with you on an hourly, per project, or retainer engagement. Our specialized team of professionals will help you accelerate your business plan.

Frequently Asked Questions

No. We work with your current professionals, or help you find one, to maximize efficiency. Our team has over 200 years in Finance, Small Business, Commercial & Residential Real Estate, Human Capital Management, Legal Matters, Lending, Management, Sales and Marketing, and more. We bring all that experience to bear for you and coordinate with your existing CPA or attorney to execute strategies and best practices.

Our consultants have the expertise and experience needed to guide you through process analysis and strategic business planning. We work with you to find opportunities and develop best practices for managing your finances and keeping you on track so you can maximize your time and do what you love.

Most of our clients have various legal and business professionals on their team. We typically become intermediaries or translators between you and them. We are able understand both sides and make communication more clear and effective.

Yes, we will help you assess relevant issues, review best practices, and find optimal scenarios that can be translated to the legal professional assisting you. We get very involved in helping you understand the implications of having (and not having) these documents, but we don’t do the legal work required to establish them. 

Read Full FAQ
Capability Statement and How Wealth Advocacy Serves You

Industries

That we make a difference in.

Finance

Restaurant

Healthcare

Accounting

Tech

Security

Governmental

Corporate

Legal

Finance

Restaurant

Healthcare

Accounting

Tech

Finance

Restaurant

Healthcare

Accounting

Tech

Security

Governmental

Corporate

Legal

Security

Governmental

Corporate

Legal

Why Wealth Advocacy?

Please be advised that Wealth Advocacy renders consulting services which do not constitute and should not be construed as, legal, tax, investment, or accounting advice – all of which should be given only by duly-licensed professionals.

Success Stories

“I am REALLY glad I called the team at Wealth Advocacy when I did!”

“The team took the time to listen to us about our current financial situation and wanted to understand more about our future life goals. This meant a lot to us especially considering their recommendations did not align with what we originally thought we should do with our money. Their sage advice was simple, “pay off as much of your debt as you can and put one year’s worth of salary into your bank account in case of life emergencies.
 We can breathe a little easier though because we followed, listened and implemented their “real-world” approach to financial planning. They will customize your individual life plan (as they did for me) based on your stage of life and provide a clear road map to get you where you want to be in the future.”

- K, 2021

“Amazing business advice, thank you!"

"The professionals at Wealth Advocacy hit the ground running by providing a detailed analysis of my personal and small business finances. They identified several areas that could be improved in terms of present and future wealth generation and risk mitigation. If you are busy doing what you do best and need a team of specialists that are available when needed to sweat the details and work for YOUR interests you should take a serious look at Wealth Advocacy."
- VB, 2019

“Finally, tangible results!”

"If you're looking for tangible results with financial longevity in mind, look no further. Wealth Advocacy's approach illustrates the years spent helping companies reach those complex, financial goals."
- LS, 2021

“So grateful for this great recommendation!”

"My advisor told me your plan was great and we should do it. What REALLY puzzles me is that we have been using them since early 2019. They had the whole year of 2019 to advise us to do the same but they did not."
- IB, 2020
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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.