CPAs, Attorneys & Consultants

Let’s work together to provide a coordinated client servicing effort.
That’s why “ALLIANCE” is in our name.

CPAs, Attorneys & Consultants

Let’s work together to provide a coordinated client servicing effort. That’s why “ALLIANCE” is in our name.

CPAs, Attorneys & Consultants

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

Let us be your back office so you can focus on your business, while we help you expand your services and grow your firm.

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

Let us be your back office so you can focus on your business, while we help you expand your services and grow your firm.

Key Advantages

  • Build a Planning Income Stream
  • Expand Your Professional Networking
  • Planning Process Customized for CPAs
  • Private Label Our Planning
  • Financial Planning Training for Your Employees
  • Let Us Be Your Back Office Planning Division

  • Build a Planning Income Stream
  • Expand Your Professional Networking
  • Planning Process Customized for CPAs
  • Private Label Our Planning
  • Financial Planning Training for Your Employees
  • Let Us Be Your Back Office Planning Division

CPAs, Attorneys & Consultants

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

Let us be your back office so you can focus on your business, while we help you expand your services and grow your firm.

Key Advantages

  • Build a Planning Income Stream
  • Expand Your Professional Networking
  • Planning Process Customized for CPAs
  • Private Label Our Planning
  • Financial Planning Training for Your Employees
  • Let Us Be Your Back Office Planning Division

The Wealth Alliance is here to help.

Looking to collaborate to expand your services? Let’s talk.

Contact Us  →

The Wealth Alliance is here to help.

Looking to collaborate to expand your services? Let’s talk.

Contact Us  →

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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.