The Wealth Advocate Investment Group LLC

06/27/2025

A clear path to financial success awaits. Gain expert insights and personalized planning by visiting our website today at yourwealthadvocate.com.

03/01/2024

Our Band The Floridelics is playing March 15 at Riverside Loop in Vero Beach from 5:45 to 9:00 PM . Please bring friends come and support live music.

01/25/2024

Girl Scout cookies here:

That's right! You can order your favorite Girl Scout Cookies from me online, all while helping my troop and I do great things in our community and beyond! Check it out.

01/08/2024

My son is looking for a career type position check out his Linkedin profile:

12/31/2023

"Cheers to new beginnings, fresh opportunities, and the joy of writing another chapter in the book of life! 🎉 Wishing you all a Happy New Year filled with love, laughter, and endless possibilities. Let's make 2023 unforgettable! 🌟 "

04/19/2023

Busy Executives and Business Owners
Is your power of attorney not worth the paper it's written on?

Let’s say I didn’t have a POA...
I cross a busy street and get hit by a bus
Is my wife under a lot of stress when she gets to the hospital?
I might be in the hospital for a while,but does life continue for my wife?
She has the normal bills to pay...
But on top of all that, what other kinds of bills are starting to come in?
Just as an example, can my wife get money out of my IRA without a POA?
She could petition a court to be named my guardian
But that takes time and money
That’s why a POA is so important...it avoids the time, money, and hassle...and gives my wife access to all of the accounts and lowers her stress

In a panic situation, what's more important to YOU getting you 10%-20% returns on your money or getting ACCESS to your money?

What I see a lot of in my practice are clients with ineffective Powers of Attorney.
Schedule a complimentary strategy call with me at talktoroy.com to see if your power of attorney needs to be fixed. You can’t go wrong.

04/13/2023

With rising interest rates annuities sales are going crazy this year especially with banking issues.
https://www.cnbc.com/2023/02/02/annuity-sales-record-2022-higher-interest-rates-stock-market-recession-fear.html

Call our office at 610-695-8748 if this concerns you.

Consumers flocked to annuities marketed as being "protection-focused" as stocks and bonds faltered and annuity payouts were relatively attractive.