Wealth Advisory Group Inc

Wealth Advisory Group Inc is a financial planner in Clearwater, Florida, at 905 S Ft Harrison Ave. The firm works with established professionals, entrepreneurs, and people approaching retirement, offering wealth assessment, investment management, tax strategies, business planning, retirement planning, debt management, estate planning, risk management, and charitable giving. Business planning covers business plans and exit and succession planning, while retirement work includes portfolio-based withdrawal strategies and annuities with income guarantees. The firm also explains self-directed brokerage accounts, an option within a 401(k) plan that widens investment choices beyond traditional funds. It holds a 5.00 rating from one review.

The firm's stated approach is to listen before advising. First meetings focus on learning about a client, their goals, and how they envision their investments working, and that detail is then aligned with strategies. From there the firm builds a tailored, long-term plan, puts it into action through ongoing communication, and keeps optimizing it, responding to life changes such as growing families or market shifts. Its holistic approach integrates the key areas of a financial life so that immediate needs and long-term aspirations are addressed in one plan that evolves through each stage of life. Investment work looks at the total investment picture, aligning a portfolio with the client's goals. Tax strategies aim to reduce tax burden and keep more money available for wealth building. Debt management focuses on optimizing and restructuring debt to free up resources for other goals, and estate planning aims to transfer wealth to heirs or chosen causes with minimal tax implications. Risk management solutions are designed to preserve a client's lifestyle and protect the financial plan against the unexpected.

The office sits on South Fort Harrison Avenue, about 0.2 miles from the Clearwater Historical Society Museum and Cultural Center and roughly 0.3 miles from Morton Plant Hospital. Chestnut Street and South Myrtle Avenue are each about 0.3 miles away.

The firm has earned a positive rating from the customers who have reviewed it.