Wealth Advocate Group
3750 Park East Drive, Beachwood, OH 44122
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Founded over 25 years ago, Wealth Advocate Group is dedicated to providing financial advice that is firmly in the best interest of our clients, helping them to pursue and achieve their dreams. Located in Beachwood, Ohio, our mission revolves around continuous improvement of our clients' financial lives through innovative and custom strategies tailored to meet their specific goals.
At Wealth Advocate Group, we prioritize getting to know you personally so that we can develop customized financial solutions that align with your unique objectives. Our approach involves creating a comprehensive strategy to guide your financial decision-making, closely monitoring your financial life, and adjusting your plan as needed to keep pace with your evolving goals and the ever-changing financial landscape.
Our experienced team works collaboratively to offer sophisticated planning strategies and a personalized experience for each client. Our services are designed to cater to a variety of needs, including:
- Corporate executives with significant goals and responsibilities.
- Individuals planning for retirement who may feel overwhelmed without a solid plan.
- Independent contractors and small business owners facing unique financial challenges.
- People undergoing life transitions, especially unexpected ones, that could impact their finances.
Wealth Advocate Group takes a relationship-based approach, serving as an advocate for your financial well-being. We invite you to hear from our clients about their experiences working with us and explore our latest insights for navigating the financial landscape.
Ready to take the first step toward a more secure financial future? Schedule a complimentary, no-obligation consultation with us. We are eager to get to know you and help you achieve your financial goals.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered Investment Advisor. Stratos Wealth Partners and Wealth Advocate Group LLC are separate entities from LPL Financial.
Please note that the LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, GA, IL, KY, MD, MI, NY, NC, OH, OK, PA, SC, TX, VA, WI.
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