We are experienced in planning techniques for restricted stocks, stock option planning, and other issues unique to high-income professionals. We are your advocates during times of change including job moves, inheritance, divorce, or loss of a spouse. We help to plan for replacing your paycheck in retirement as well as healthcare and other expenses so you can fully enjoy your non-working years.
We take a meticulous approach to every detail that can impact your financial life. We are concerned first and foremost with delivering deep value and a caring-first approach that is often unexpected. Our collective experience has shown us that when we deliver more than people expect, we are better positioned to increase the probability of their success.
We take a meticulous approach to every detail that can impact your financial life. We are concerned first and foremost with delivering deep value and a caring-first approach that is often unexpected. Our collective experience has shown us that when we deliver more than people expect, we are better positioned to increase the probability of their success.
Services
Dave, together with the Wealth Advocate Group, LLC team, aspires to develop and build long lasting relationships with our clients. In addition to providing a holistic approach to financial planning, our mission is getting to know and. Jason Cohen joined Stratos Wealth Partners / Wealth Advocate Group, LLC in 2014 as a Wealth Advisor.
Wealth Advocate Group is a determined team of financial professionals that independently serves as an advocate to help you achieve your financial goals and dreams. In order to fulfill our mission of service to our clients, we have been aligned with two strong and resourceful organizations since our inception: Stratos Wealth Partners and LPL Financial.
At Wealth Advocate Group, we employ a unique blend of traditional fundamental analysis in tandem with powerful quantitative methods rooted in machine learning and statistics to help uncover genuine, sustainable investment opportunities for our clients. We utilize both top-down and bottom-up approaches to gain a more comprehensive understanding of the economy and how trends might affect investment markets.
Preparation of a retirement cash flow model, to determine the ideal age to comfortably retire, take Social Security and receive pension payments. Optimized tax efficient distribution of portfolio income, based on a sustainable withdrawal rate. Review current estate plan to ensure consistency with family needs and distribution intent.
We take a meticulous approach to the biggest and smallest of details that can impact one's financial life. Our collective experience has shown us that when we deliver more than people expect, we are better positioned to increase the probability of their success. And, that is why we are here.
Our approach is designed to educate, strategize, protect, monitor and implement for our clients through a consistent and high level of expertise, empathy, and thought.
Our approach is designed to educate, strategize, protect, monitor and implement for our clients through a consistent and high level of expertise, empathy, and thought.
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