Broker Check

Wealth Advisory Group - New York, NY

355 Lexington Avenue, 9 Fl., New York, NY 10017

TEL (212)541-8800

250 Crossways Park Drive, Woodbury, NY 11797

TEL (516)677-6200


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along. 


Thursday, March 15, 2018

A chorus of financial experts has declared that Americans face a “retirement crisis.” Their long-standing warning: Individuals are not saving enough. Their more recent concern: Financial ignorance and diminished mental...


Monday, March 5, 2018

My wife will tell you that I love knock, knock jokes. She’ll also tell you I’m horrible at them. So, our joke-telling goes something like this, “Knock, knock.” “No.” I try again, “Knock, knock...


Monday, February 5, 2018

One of the most frequent points of confusion I see amongst business owners and their advisors is what various types of planning accomplish. Whenever I speak to CPAs, attorneys, and financial advisors, I try to help bring clarity to...


Thursday, December 28, 2017

Jerry was a successful businessman. He’d built an impressive empire in the manufacturing industry with multiple production locations, an army of sales representatives, and had successfully navigated the economic challenges of...