Being an Advocate
Advocate Wealth Management is a trusted and reputable independent wealth management firm. We offer comprehensive financial advice and services to individuals, families, and businesses. Whether you are planning for retirement, managing your investments, or looking for ways to grow your business, we are here to provide you with an Advocate every step of the way.
The Advocate Process
As trusted wealth counselors, we bring together the expertise of our team of specialists, along with our proven methods and cutting-edge tools, to meet the specific needs of our clients. This approach allows us to thoroughly assess and effectively address any challenges that may arise, ensuring the financial health and wellbeing of our clients. Our commitment to our clients' unique circumstances forms the foundation of a true partnership between us and those we have the honor of serving.
Comprehensive Wealth Planning for You
Transition into Retirement Planning
It's common for people to put more effort into planning their vacations than their retirement. However, with careful consideration and a well- crafted plan, your future can be both satisfying and prosperous. So, what do you envision for the next chapter of your life?
Special Needs & Disability Support
The financial view on special needs and disability support should consider the unique needs and circumstances of each individual. Whether it's setting up a trust fund, accessing government benefits, or exploring private insurance options, there are a variety of tools and strategies that can be tailored to meet the specific needs of those with disabilities.
Overcoming Financial Hurdles in Divorce
Divorce can undoubtedly introduce a series of financial hurdles, but it also provides a pivotal moment for financial re-evaluation and resilience. Confronting these challenges head-on with informed, personalized advice ensures that your financial decisions are not only sound but also aligned with your long-term aspirations.
Empower Your Entrepreneurial Journey
Starting a business is an exhilarating journey, one that demands both courage and foresight. As you embark on this path, the importance of sound financial advice cannot be overstated. Financial guidance is not just about managing numbers; it's about crafting a vision, a vision that aligns with your aspirations and long-term goals.
Experienced Financial Advisors
Our clients come to us with high aspirations for excellent investments and a trustworthy advisor for wealth management. However, we take it upon ourselves to demonstrate to them that their investments have the potential to do much more than just earn profits and align with their risk tolerance.
Through a collaborative approach, we strive to ensure that their financial resources are channeled toward what truly matters to them, in line with their
values and priorities. With our values-based planning approach, we help clients create a financial plan that accurately reflects their goals, aspirations, and principles.
Comprehensive Wealth Planning
Managing your finances is no easy feat, given life's intricate nature. It's not just about calculating your income and expenses; it's also about optimizing every aspect of your financial journey. At our firm, we assist our clients in navigating life's complexities through a range of services, including:
Investment Management
Business Consulting
Financial Planning
Estate Planning Issues
Insurance Planning
Tax Planning
Philanthropy
Navigating Complex Family Systems
Advocate Wealth Management serves as your trusted financial expert, ready to provide guidance and insights on any prospectus or contract you may have. As a boutique wealth management firm, we offer a unique advantage in our ability to assess what is working and what is not, helping to optimize your financial life.
Business Consulting
Investing in outside coaching is a wise decision for any business, regardless of its current stage. It can provide invaluable insights and guidance that can propel you to the next level of success. Even accomplished leaders seek support from trusted advisors to help them achieve their goals.
As an experienced business consultant, we offer a range of services to help our clients achieve their objectives. From identifying growth opportunities to improving operational efficiency, we work closely with our coaching clients to develop tailored strategies that address their unique needs. With our guidance and expertise, our clients are better equipped to navigate the challenges of running a successful business and achieve long-term success.
Recruit and Cultivate Great Employees
Establish a Board of Advisors
Develop a Business Plan that Reflects Your Values
Executive Benefit Planning
Employee Benefit Review
Guide and Answer Ownership Questions
Plans for expansion
Create Long-term Stability
Business & Life Balance Coaching
Working With a Financial Planner:
It's About You
Advocate Wealth Management takes a unique approach to financial planning by beginning with a thorough understanding of your values. Whether you prioritize innovation and invention or value tradition and order, we ensure that your finances align with your beliefs. Our goal is to provide expert advice and guidance that enables you to live life on your own terms. In order to achieve this, we have developed an onboarding process that delves deeply into your personal circumstances, including your family dynamics, goals, and priorities. By taking the time to understand your unique situation, we can create a custom plan that helps you achieve your financial objectives while staying true to your values
