Our Philosophy
We view insurance acquisition as the beginning of a working relationship, not as a single commodity purchase. We are not oriented to one-time transactions; we are focused on becoming long-term insurance advisors to our clients.
Our Specialty
Wealth Advisory Group Inc was founded in 1960 as a specialty insurance advisory firm. As such, we represent clients in the customized design, funding, and implementation of wealth transfer/retention plans and business insurance plans.
Our Excellence
Many companies espouse excellence, but few are committed to its pinnacle. At Wealth Advisory Group, excellence is a never-ending climb to reach the top. For those like us who are passionate about planning, the top is always out there, building on today’s accomplishments while raising the bar for tomorrow’s achievements.