Richard Sweet, CFP, is President and Founder of The Wealth Advisor Group, based in New York Ci. Richard Sweet, CFP, is President and Founder of The Wealth Advisor Group, based in New York City. With over 30 years of experience in the areas of financial planning, investments and insurance, he understands that this business is a partnership built on professionalism, trust and integrity.
Richard has always had a passion for helping people and wanting to make a difference in their lives. As an independent financial professional, his clients include people from all walks of life: Individuals, Families, Business Owners, Entertainers, Actors and World-class Athletes. Richard works with them on a one-on-one basis to develop a customized strategic, long-term financial plans which help enable them to achieve their goals and objectives.
Richard has always had a passion for helping people and wanting to make a difference in their lives. As an independent financial professional, his clients include people from all walks of life: Individuals, Families, Business Owners, Entertainers, Actors and World-class Athletes. Richard works with them on a one-on-one basis to develop a customized strategic, long-term financial plans which help enable them to achieve their goals and objectives.
Services
Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.
Letting someone become involved with your personal and business finances is a matter of real trust. You can be assured that we will work for you in the same manner we would work for ourselves. Every recommendation we make will be fully explained and made in the context of your comprehensive financial strategy.
When you become my client, I help you define your current situation, outline your future goals and then I will create a customized investment strategy that will align with your stated objectives. We will work closely together throughout this process so that you remain informed of your choices and in control of your investable assets.
The Wealth Advisor Group, is an independent financial services firm offering comprehensive services. We offer an array of investment and insurance programs to Individuals, Families, Businesses, Athletes and Entertainers. As part of Equitable Advisors, LLC and LPL Financial, we are able to offer large company benefits while maintaining our individual, one-on-one service.
It is one of our core principles that the needs and objectives of our clients are paramount and that they will be treated in a fair and ethical manner by the firm, its employees and affiliates. Have prompt and courteous responses to your questions and concerns as well as fair resolution to any issue with your accounts.
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