Our Team
Your wealth simplified
We believe in creating sound financial strategies that help you successfully reach your goals.
Your Future
We manage the whole of your investments and financial assets making time for you to live your life and sleep well at night.
We’re Here For You
Managing your estate can be complicated. Let us make your life easier and reduce your worries by organizing all of your financial needs into a well-coordinated, synchronized, estate.
At Wealth Advocates, we focus on the 5 main pillars of personal finance:
- Legal Estate Structure
- Tax Management Investing
- Retirement Distribution Strategy
- Risk Management.
- Investing
Our quick video explains what we do best and how we can help ensure you meet your financial goals and retirement dreams.

What to Expect From Us
Getting an understanding of the details is important. We want to answer all of your questions. Click to find answers to a few common questions we get to help you start on your journey to financial comfort.
Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!
Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.