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. These plans include: business continuity such as buy-sell, stock redemption, and key man placement; executive benefit/compensation plans; and estate plans for high net worth individuals and business owners.
Our primary goal is to serve the specialized business insurance needs of mid-to-large size privately held companies, small-to-mid size public companies, and high net worth individuals. Our aim is to develop long-term relationships to guide and support our clients through those unavoidable changes brought about by new economic circumstances, the effects of tax law changes, business ownership restructuring, or the introduction of new-generation insurance products in the marketplace.
Since important funding decisions must often be made in the face of a fluctuating economic environment and an ever-changing insurance industry, we also strive to assist in educating our clients as knowledgeable insurance consumers, enabling them to make decisions based on the appropriate criteria for their situation.