The WA Gives Back

We believe you can’t move forward until you give back.

bike-group-photo
angelas-house-group-photo-2
songs-of-love

Songs of Love

The Songs of Love Foundation is a national nonprofit organization that creates free, personalized, original songs to uplift children and teens currently facing tough medical, physical or emotional challenges.

angelas-house

Angela’s House

Coordination of complex home care services and Residential services for medically fragile children.

wounded-warrior-project

Wounded Warrior Project

Since 2003, Wounded Warrior Project® (WWP) has been meeting the growing needs of wounded warriors, their families, and caregivers — helping them achieve their highest ambition.

long-island-cares

Long Island Cares

Founded by the late Harry Chapin, Long Island Cares brings together all available resources for the benefit of the hungry and food insecure on Long Island and, to the best of our ability, provides for the humanitarian needs of our community.

ruth-and-norman-rales-jewish-family-services

Woodfield Feeds the Hungry Food Drive

The 12th Annual Woodfield Feeds the Hungry food drive benefits the Jacobson Family Food Pantry, a program of the Ruth & Norman Rales Jewish Family Services in Boca Raton.

boca-west-childrens-foundation

Boca West Children’s Foundation

Boca West Children’s Foundation works to identify and fund projects to assist at-risk children and their families in South Palm Beach County.

susan-g-komen-foundation

Susan G. Komen Breast Cancer Foundation

Susan G. Komen is the only organization that addresses breast cancer on multiple fronts such as research, community health, global outreach, and public policy initiatives in order to make the biggest impact against this disease.

parkinsons-foundation

The Parkinson’s Foundation

The Parkinson’s Foundation makes life better for people with Parkinson’s disease by improving care and advancing research toward a cure.

alzheimers-association

The Alzheimer’s Association

The Alzheimer’s Association leads the way to end Alzheimer’s and all other dementia by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.

american-heart-association

The American Heart Association

The American Heart Association is the nation’s oldest, largest voluntary organization devoted to fighting cardiovascular diseases.

st-judes

St. Jude Children’s Research Hospital

St. Jude Children’s Research Hospital is leading the way the world understands, treats and defeats childhood cancer and other life-threatening diseases.

lustgarten-foundation

The Lustgarten Foundation

The Lustgarten Foundation is the largest private funder of pancreatic cancer research, relentlessly focused on improving patient outcomes and making progress every day.

visiting-nurse-service-hospice-of-suffolk

Visiting Nurse Service & Hospice of Suffolk

For over 60 years, Visiting Nurse Service & Hospice of Suffolk (VNSHS) has been providing home health and hospice care for patients in Suffolk County, New York.

td-five-boro-bike-tour

TD Five Boro Bike Tour

The TD Five Boro Bike Tour is the premier fundraising event for Bike New York, a New York City-based nonprofit committed to empowering New Yorkers to transform their lives and their communities through cycling.

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

forbes-badge2023
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.

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.