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.
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.
Our firm acts as a fiduciary to all our clients. The fiduciary standard ensures that we put our clients’ needs first.
Rob Conzo | Chief Executive Officer & Managing Director
We Provide Expertise To
Clients
Providing personalized advice catered to your unique needs
Advisors
Empowering you to take your business to the next level
CPAs, Attorneys & Consultants
Working together to create a financial planning division tailored to your firm
Clients
Providing personalized advice catered to your unique needs
Advisors
Empowering you to take your business to the next level
CPAs, Attorneys & Consultants
Working together to create a financial planning division tailored to your firm
We Provide Expertise To
Clients
Providing personalized advice catered to your unique needs
Advisors
Empowering you to take your business to the next level
CPAs, Attorneys & Consultants
Working together to create a financial planning division tailored to your firm
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.
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.
Contact Us
Our Locations
Contact Us
Our Locations
CLIENTS
Individuals
Businesses
NEWS & VIEWS
Live TV Interviews
Quoted in the Press
WA Monthly Videos
Individuals
Businesses
Live TV Interviews
Quoted in the Press
WA Monthly Videos
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
105 Broadhollow Rd
Melville, NY 11747
631-670-0682
6501 Congress Avenue
Suite 100
Boca Raton, FL 33487
561-910-8626
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© Copyright 2023
© 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
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
CLIENTS
Individuals
Businesses
NEWS & VIEWS
Live TV Interviews
Quoted in the Press
WA Monthly Videos
Individuals
Businesses
Live TV Interviews
Quoted in the Press
WA Monthly Videos
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
105 Broadhollow Rd
Melville, NY 11747
631-670-0682
6501 Congress Avenue
Suite 100
Boca Raton, FL 33487
561-910-8626