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.
Our uncompromising performance standards are founded on the principle that the search for excellence is on-going and is part of the exciting challenge to help clients increase wealth, preserve wealth, transfer wealth, and enjoy financial well-being.
Our longstanding relationships with clients and high client retention attest to our ability to deliver solutions in a timely and efficient manner. We work in harmony with your established advisors, attorneys, bankers, accountants, and other financial consultants.
Located in the Greater Los Angeles area, our firm receives referral business from across the state and nation. A significant portion of our business comes from legal, accounting, and financial advisors who ask us to assist with the insurance representation for their clients. Additional referrals come from other insurance professionals who call upon us to bring our expertise to the special needs of their clients. In fact, the lion’s share of our business is referral—either by other advisors concerned with wealth preservation, or by our existing clients.
In general, the placements negotiated for these clients have included a wide spectrum of business and personal estate planning applications.