Our Firm
Wealth Advisory Group is a Privately-Owned Wealth Management Firm committed to providing innovative solutions and strategies to individuals, families, and business owners. Our focus centers on our clients' vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, Jose's team envisions and enhances our clients' goals by designing customized strategies and creating a life map to achieve and protect their wealth.
Our Partners
Corporate
Empowering people with sound financial strategies. An Agency of The Guardian Life Insurance Company of America (Guardian).
Guardian
Protect families, secure futures and improve well-being through insurance and wealth management offerings.
Park Avenue Securities
Established in 1999 as the retail broker/dealer of The Guardian Life Insurance Company of America (Guardian)
Pershing LLC
Provides a broad suite of financial business solutions so advisors and broker-dealers can drive their business forward in a dynamic industry.