Revolutionizing the Experience

Distinction is the result of great minds. In an ever-changing world, we provide you with sound advice for a future yet to be imagined.

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About Us

Empowered to unlock new levels of success

The Wealth Alliance is a registered investment advisory firm with the U.S. Securities and Exchange Commission — working with Fidelity Investments and fully committed to revolutionizing the client experience. We are seasoned advisors – operating as certified financial planners and certified public accountants, supported by a top-tier team of service professionals.

Empowered to unlock new levels of success

The Wealth Alliance is a registered investment advisory firm with the U.S. Securities and Exchange Commission — working with Fidelity Investments and fully committed to revolutionizing the client experience. We are seasoned advisors – operating as certified financial planners and certified public accountants, supported by a top-tier team of service professionals.

About Us

Empowered to unlock new levels of success

The Wealth Alliance is a registered investment advisory firm with the U.S. Securities and Exchange Commission — working with Fidelity Investments and fully committed to revolutionizing the client experience. We are seasoned advisors – operating as certified financial planners and certified public accountants, supported by a top-tier team of service professionals.

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contact-us-team
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Our firm acts as a fiduciary to all our clients. The fiduciary standard requires that we put our clients’ needs first.

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Rob Conzo | Chief Executive Officer & Managing Director

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We Provide Expertise To

Clients

Providing personalized advice catered to your unique needs

Learn More  →

Advisors

Empowering you to take your business to the next level

Learn More  →

CPAs, Attorneys & Consultants

Working together to create a financial planning division tailored to your firm

Learn More  →

Clients

Providing personalized advice catered to your unique needs

Learn More  →

Advisors

Empowering you to take your business to the next level

Learn More  →

CPAs, Attorneys & Consultants

Working together to create a financial planning division tailored to your firm

Learn More  →

We Provide Expertise To

Clients

Providing personalized advice catered to your unique needs

Learn More  →

Advisors

Empowering you to take your business to the next level

Learn More  →

CPAs, Attorneys & Consultants

Working together to create a financial planning division tailored to your firm

Learn More  →

The Wealth Alliance Gives Back

The Wealth Alliance believes that the cornerstone of living is giving. As such, we donate to a wide variety of causes.

Learn More  →

The Wealth Alliance Gives Back

The Wealth Alliance believes that the cornerstone of living is giving. As such, we donate to a wide variety of causes.

Learn More  →

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Contact Us

Our Locations

new-york-office

New York Office

105 Broadhollow Rd.
Melville, NY 11747

631.670.0682

florida-office

Florida Office

6501 Congress Avenue, Suite 100
Boca Raton, FL 33487

561.910.8626

new-york-office

New York Office

105 Broadhollow Rd.
Melville, NY 11747

631.670.0682

florida-office

Florida Office

6501 Congress Avenue, Suite 100
Boca Raton, FL 33487

561.910.8626

Contact Us

Our Locations

new-york-office

New York Office

105 Broadhollow Rd.
Melville, NY 11747

631.670.0682

florida-office

Florida Office

6501 Congress Avenue, Suite 100
Boca Raton, FL 33487

561.910.8626

Home

Firm

Advisors

CPA & Attorneys

Giving Back

National Recognition

CLIENTS
Individuals
Businesses

NEWS & VIEWS
Live TV Interviews
Quoted in the Press
WA Monthly Videos

The Wealth Alliance Client Portal

Fidelity Client Portal

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Terms of Use   |   Privacy Policy   |   Disclosures   |   Form CRS
© Copyright 2023

THE WEALTH ALLIANCE, LLC IS A REGISTERED INVESTMENT ADVISOR.

Fidelity Investments and Fidelity Clearing & Custody Solutions (together “Fidelity”) is an independent company, unaffiliated with The Wealth Alliance. Fidelity is a service provider to The Wealth Alliance. There is no form of legal partnership agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by The Wealth Alliance and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 897728.1.0

Eric Diton and Robert Conzo have been named to the Forbes/Shook 2023 Best-In-State Wealth Advisor Lists as of April 4, 2023, for Florida and New York, respectively. The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. Link: Methodology: America’s Top Wealth Advisors 2023.

Home

Firm

Advisors

CPA & Attorneys

Giving Back

National Recognition

CLIENTS
Individuals
Businesses

NEWS & VIEWS
Live TV Interviews
Quoted in the Press
WA Monthly Videos

The Wealth Alliance Client Portal

Fidelity Client Portal

New York Office
105 Broadhollow Rd
Melville, NY 11747
631-670-0682

Florida Office
6501 Congress Avenue
Suite 100
Boca Raton, FL 33487
561-910-8626

info@thewealthalliance.com

wa-logo-horizontal

Terms of Use

Privacy Policy

Disclosures

Form CRS

© Copyright 2023

THE WEALTH ALLIANCE, LLC IS A REGISTERED INVESTMENT ADVISOR.

Fidelity Investments and Fidelity Clearing & Custody Solutions (together “Fidelity”) is an independent company, unaffiliated with The Wealth Alliance. Fidelity is a service provider to The Wealth Alliance. There is no form of legal partnership agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by The Wealth Alliance and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 897728.1.0

Eric Diton and Robert Conzo have been named to the Forbes/Shook 2023 Best-In-State Wealth Advisor Lists as of April 4, 2023, for Florida and New York, respectively. The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. Link: Methodology: America’s Top Wealth Advisors 2023.