From the moment you step into our office, you will recognize the difference. As opposed to being an investment group that defines wealth as a lofty benchmark or immeasurable amounts of “stuff,” we understand that true wealth is feeling fulfilled–being confident in not just your bank balance, but how you got there as well. You are not a number, and you are not a benchmark. You are an individual ready to take the next step towards your own financial satisfaction.
The people we serve are those who work (or have worked) in a corporate setting. Very often, people come to us, overwhelmed by their compensation plans and unsure of how to navigate them. At The Advocate Group, we show you how to utilize your economic opportunities. We understand these plans, and we will assist you in forming any and all goals you may have, be it a major purchase, a charitable donation or helping a family member in need.
No stone is left unturned when it comes to your financial success. Every one of our clients receives thorough and ongoing reviews of their cash flow, taxes, insurance portfolios, estate planning, debt management, investment allocation – and that’s the short list. We will always exhaust every resource to help you achieve your goals.