WE CAN HELP YOU GET THERE.
Concierge Financial Services and Investment Management.
The Advocate Group specializes in navigating the unique financial opportunities and challenges facing executives and their families. You need a team of professionals to help you streamline your financial life today and into the future. Your most precious commodity is time – our concierge level – of – service ensures your time is spent on the things you value most. Through our intensive discovery process, we are able to fully understand you as a person, not just as a set of financial goals. With this knowledge, we are able to set you on the path to genuine satisfaction.