CPAs
Wealth Advisory Group LLC is also a member of Shadow Advisors^®, dedicated to helping Financial Representatives, accountants and lawyers serve their clients financial planning needs. The goal is to build and protect our clients wealth, structure their business and estates, and help them secure comfortable and rewarding retirements. Through Shadow Advisors^®, and our relationships with CPAs and lawyers, we have created a productive financial environment that is fostered and maintained through collaboration, education, and mentoring.

New York and New Jersey licensed CPAs also earn necessary Continuing Professional Education (CPE) credits with our special programs, featuring seminars designed to increase and enhance practicing CPAs’ knowledge of insurance, estate, business succession planning, and tax laws, providing them with expertise they can pass on to their clients.

If you are a CPA and would like more information about our involvement with Shadow Advisors^® or attending one of our CPE special programs, call 212-541-8800 or email info@wagroupllc.com.

Click on our Events link for upcoming seminars.