These are some of the questions we often hear from clients:

  • "How do I protect my family in case of disability or death?"

  • "How do I maximize income in retirement and still leave a legacy?"

More than simple answers, people want guidance in customizing a plan to achieve their goals.

Our Associates are trained to implement strategies that are fully integrated with your total financial picture. Wealth Advisory Group has the experience and expertise - and a full range of insurance and investment products - to help you achieve the lifestyle you imagine.


We carry life, health*, disability, long term care, and other insurance from Guardian; and other top rated carriers. Don't compromise when it comes to protecting your assets or securing your future. At Wealth Advisory Group, you have options.


Wealth Advisory Group manages more than 10,000 investment accounts**. We offer a wide array of investment products via Park Avenue Securities and services that are specifically tailored to your goals, objectives and dreams.

  • Advisory Services, including Separately/Unified Managed Account Platforms
  • Mutual Funds
  • Exchange Traded Funds/Individual Stocks and Bonds
  • Variable Annuities
  • Retirement Plans
  • College Savings

**Guardian does not issue health insurance.
**Client policy and account values as of December 31, 2013 total $1,232,624,479.