Welcome to
The Wealth Alliance
The Wealth Alliance
Our team brings experience across financial planning and investment advisory services. In an ever-changing world, we help clients navigate complex financial decisions.
About Us
Our Story
The Wealth Alliance (“WA”) provides investment advisory and financial planning services to individuals, families, and other clients. Our advisors are supported by a dedicated service team that helps facilitate the overall client experience. The WA launched its advisory practice in 2019. We work with clients across a broad range of financial needs and objectives.
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The Wealth Alliance (“WA”) provides investment advisory and financial planning services to individuals, families, and other clients. Our advisors are supported by a dedicated service team that helps facilitate the overall client experience. WA was founded in 2018 as an independent firm, launched its advisory practice in 2019, and in 2025 joined Wealth Partners Capital Group (WPCG). We work with clients across a broad range of financial needs and objectives.
About Us
Our Story
The Wealth Alliance (“WA”) provides investment advisory and financial planning services to individuals, families, and other clients. Our advisors are supported by a dedicated service team that helps facilitate the overall client experience. The WA launched its advisory practice in 2019. We work with clients across a broad range of financial needs and objectives.
We build strong client relationships based on trust and personal attention. We serve as your advisors and partners, taking time to understand what matters most to you.
Rob Conzo | Chief Executive Officer & Managing Director
Our Locations
Robert Conzo ranked #5 for New York – Long Island (High Net Worth)
Eric Diton ranked #3 for South Florida (High Net Worth)
Robert Conzo and Eric Diton were named to the Forbes/Shook 2026 Best-In-State Wealth Advisor List (for New York – NY State, High Net Worth and Florida – South, High Net Worth, respectively) as of April 7, 2026.
Ranking Provider: Forbes and SHOOK Research Criteria: Revenue trends, assets under management, compliance records, industry experience, and best practices. Compensation: Neither Forbes nor SHOOK received compensation for placement. WA paid a licensing fee for logo use. Methodology: Best-In-State Wealth Advisors 2026. WA reasonably believes the methodology was objective and not designed to produce a predetermined result. Note: Rankings are not indicative of future performance.
Additional information regarding the ranking methodology, eligibility criteria, and applicable universe of advisers is available upon request or at the ranking provider’s website.
Eric Diton ranked #3 for South Florida (High Net Worth)
Robert Conzo ranked #5 for New York – Long Island (High Net Worth)
Eric Diton ranked #3 for South Florida (High Net Worth)
Robert Conzo and Eric Diton were named to the Forbes/Shook 2026 Best-In-State Wealth Advisor List (for New York – NY State, High Net Worth and Florida – South, High Net Worth, respectively) as of April 7, 2026.
Ranking Provider: Forbes and SHOOK Research Criteria: Revenue trends, assets under management, compliance records, industry experience, and best practices. Compensation: Neither Forbes nor SHOOK received compensation for placement. WA paid a licensing fee for logo use. Methodology: Best-In-State Wealth Advisors 2026. WA reasonably believes the methodology was objective and not designed to produce a predetermined result. Note: Rankings are not indicative of future performance.
Additional information regarding the ranking methodology, eligibility criteria, and applicable universe of advisers is available upon request or at the ranking provider’s website.
Eric Diton ranked #3 for South Florida (High Net Worth)
Our Locations
Terms of Use | Disclosures | Privacy Policy | WA LLC CRS | Form ADV
© Copyright 2026
© Copyright 2026
© 2026 The Wealth Alliance, LLC. All rights reserved. The Wealth Alliance, LLC (“WA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Advisory services are offered only to clients in jurisdictions where WA is appropriately registered or exempt from registration.
Broker-Dealer Relationship (PKS) Certain investment adviser representatives of WA are also registered representatives of Purshe Kaplan Sterling Investments (“PKS”), member FINRA/SIPC. PKS is not affiliated with WA. Brokerage and advisory services are separate and distinct, differ in material ways, and are governed by different laws and standards of conduct. Fees for brokerage and advisory services are separate and distinct. Certain advisory representatives may, in separate transactions, act in their capacity as registered representatives of PKS and receive brokerage-related compensation.
Custody & Clearing Relationships (Fidelity) Fidelity Investments and Fidelity Clearing & Custody Solutions (together, “Fidelity”) are independent companies unaffiliated with WA. Fidelity provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE/SIPC. Fidelity has not reviewed, approved, or endorsed this content and is not responsible for its accuracy.
Ownership & Conflicts of Interest In 2025, Wealth Partners Capital Group (“WPCG”) and HGGC made a minority equity investment in WA. This ownership structure may create certain conflicts of interest, which are described in our Form ADV Part 2A. Clients are encouraged to review these disclosures carefully.
General Disclosure The information on this website is for informational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results.
Nothing on this website should be construed as a solicitation or offer to buy or sell securities in any jurisdiction where such offer would be unlawful.
CLIENTS
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MEDIA
Live TV Interviews
Quoted in the Press
WA Monthly Videos
Individuals
Businesses
Live TV Interviews
Quoted in the Press
WA Monthly Videos