Broker Check

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).

Learn more

Guardian

Protect families, secure futures and improve well-being through insurance and wealth management offerings.

Learn more

Park Avenue Securities

Established in 1999 as the retail broker/dealer of The Guardian Life Insurance Company of America (Guardian)

Learn more

Pershing LLC

Provides a broad suite of financial business solutions so advisors and broker-dealers can drive their business forward in a dynamic industry.

Learn more