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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, certified public accountants, and certified investment management analysts, supported by a top-tier team of service professionals.

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Team Members

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.

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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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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

**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.

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

**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.