The WA Gives Back

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

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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.

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Angela’s House

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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The American Heart Association

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

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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.

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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.

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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.

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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.

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Cystic Fibrosis Foundation

The mission of the Cystic Fibrosis Foundation is to cure cystic fibrosis and to provide all people with CF the opportunity to lead long, fulfilling lives by funding research and drug development, partnering with the CF community, and advancing high-quality, specialized care.

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Leukemia & Lymphoma Society

The Leukemia & Lymphoma Society (LLS) is the world’s largest nonprofit dedicated to funding blood cancer research, providing education, as well as improving the quality of life of patients and their families

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Alzheimer’s Foundation of America

The Alzheimer’s Foundation of America is a nonprofit that aims to provide support, services and education to individuals, families and caregivers affected by Alzheimer’s disease and related dementias nationwide, and fund research for better treatment and a cure

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Parkinson Place Center for All Movement Disorders

Parkinson Place Center offers more than 75 FREE classes, support groups and special education events monthly in ONE location and on Zoom for person’s living with Parkinson’s and all movement disorders.

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Maggie’s Mission

Maggie’s Mission is a nonprofit dedicated to funding critical research aimed at finding cures for pediatric cancers, ensuring that no child has to suffer its devastating effects.

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South Shore University Hospital

This dedicated initiative supports hospital team members during times of need, particularly in the face of catastrophic life events. The fund is dedicated to providing financial support to the compassionate team members who selflessly care for us during our most vulnerable moments.

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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.