Wealth Advisory Associates/Summit Tax Advisors

Wealth Advisory Associates/Summit Tax Advisors Wealth Advisory Associates is a full service financial planning and wealth management firm located in Woodbury, New York.

Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, Summit Advisors of Long Island Inc., is a full service financial planning and wealth management firm located in Woodbury, New York. Our experience, knowledge and personal approach enable us to help you fully integrate all aspects of your needs; including financial, legal, soc

ial, and medical. We work together towards a single goal: Helping you achieve financial success. We offer the following services: Tax Preparation, Investment Services, Insurance, Estate Planning, Retirement Planning, Small Business Accounting, Asset Protection, Geriatric Care Management

Located at 137 Woodbury Road, Woodbury New York, 11797. Phone: 516-692-2744

Registered representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Cetera Advisor Networks nor any of its representatives may offer tax or legal advice.

Low holiday trading volume and sparse economic data put the spotlight on one thing: the Fed’s divide. This Wednesday’s F...
12/29/2025

Low holiday trading volume and sparse economic data put the spotlight on one thing: the Fed’s divide. This Wednesday’s FOMC meeting minutes could reveal more about the December rate cut and why not every Fed member agreed. With some pushing for deeper cuts and others resisting any move, the minutes may offer critical clues on what’s next for interest rates. On this week’s , CIO Gene Goldman explains why this release matters as markets head into 2026—and what it could mean for stocks if the Fed holds firm.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

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12/22/2025

As market activity slows and economic data becomes scarce, we’re looking ahead to 2026 and the three key investment themes likely to shape the economy and financial markets. From a stronger-than-expected economy to lower market returns and a shift in market leadership, these trends could define the year ahead. On this week’s , CIO Gene Goldman breaks down what these themes mean for investors and portfolios in 2026.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

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Here are 5 facts about Social Security you absolutely need to know.

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Read the latest issue of Financial Watch here:
12/18/2025

Read the latest issue of Financial Watch here:

Starting January 1, 2026, new rules for charitable giving will kick in under the One Big Beautiful Bill Act (OBBBA). These changes affect both itemizers and those who take the standard deduction, so no matter how you give, it’s worth knowing what’s ahead. This month's Financial Watch newsletter ...

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Due to the government shutdown, October and November reports are hitting at once—revealing a labor market under pressure...
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Due to the government shutdown, October and November reports are hitting at once—revealing a labor market under pressure and consumer spending losing steam. With CPI expected to rise to 3.1%, bond investors and policymakers are on alert ahead of January’s Fed meeting. On this week’s , Chief Market Strategist Brian Klimke breaks down what these reports mean for rates, markets, and your portfolio.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

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2026 is shaping up to be a year of resilience and reinvention. Tax cuts, demographic tailwinds, and productivity gains f...
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2026 is shaping up to be a year of resilience and reinvention. Tax cuts, demographic tailwinds, and productivity gains from AI are fueling moderate growth – even as labor market risks and elevated valuations keep investors on their toes.

The Cetera Investment Management Team’s 2026 Annual Outlook explores what these trends mean for equities, fixed income, and your portfolio strategy. Read the full commentary here: https://cetera.com/CIM-2026-market-outlook?utm_source=nfaaol

Address

137 Woodbury Road
Woodbury, NY
11797

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

Telephone

(516) 692-2744

Website

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