Our Clients: We Are Forever Grateful
Our client relationships run far deeper than normal. We are your confidants, advisors, and professionals – and we wouldn’t want it any other way.
Our Clients: We Are Forever Grateful
Our client relationships run far deeper than normal. We are your confidants, advisors, and professionals – and we wouldn’t want it any other way.
Individuals
Peace of Mind through Planning
We strive to understand your unique and evolving needs. Our framework for planning is founded from principles derived from our professional designations, such as CPA, CFP®, and CIMA®. These certifications hold us to the highest standards of excellence and are essential to our advisory process. By delivering comprehensive financial planning, providing unbiased advice, and coordinating with your accountants, attorneys, and other advisors, we help to tie all the pieces together.
Peace of Mind through Planning
We strive to understand your unique and evolving needs. Our framework for planning is founded from principles derived from our professional designations, such as CPA®, CFP®, and CIMA®. These certifications hold us to the highest standards of excellence and are essential to our advisory process. By delivering comprehensive financial planning, providing unbiased advice, and coordinating with your accountants, attorneys, and other advisors, we help to tie all the pieces together.
Core Services
Portfolio Management
Portfolio Management
Retirement Cash Flow Planning
Retirement Cash Flow Planning
Estate Planning
Estate Planning
Eldercare Planning
Eldercare Planning
Succession Planning
Succession Planning
Insurance Planning
Insurance Planning
Debt Restructuring
Debt Restructuring
Portfolio Management
Portfolio Management
Retirement Cash Flow Planning
Retirement Cash Flow Planning
Estate Planning
Estate Planning
Eldercare Planning
Eldercare Planning
Succession Planning
Succession Planning
Insurance Planning
Insurance Planning
Debt Restructuring
Debt Restructuring
Individuals
Peace of Mind through Planning
We strive to understand your unique and evolving needs. Our framework for planning is founded from principles derived from our professional designations, such as CPA®, CFP®, and CIMA®. These certifications hold us to the highest standards of excellence and are essential to our advisory process. By delivering comprehensive financial planning, providing unbiased advice, and coordinating with your accountants, attorneys, and other advisors, we help to tie all the pieces together.
Core Services
Portfolio Management
Portfolio Management
Retirement Cash Flow Planning
Retirement Cash Flow Planning
Estate Planning
Estate Planning
Eldercare Planning
Eldercare Planning
Succession Planning
Succession Planning
Insurance Planning
Insurance Planning
Debt Restructuring
Debt Restructuring
The Wealth Alliance is here to help.
Seeking advice on saving for retirement? Passing wealth onto the next generation? Let’s talk.
The Wealth Alliance is here to help.
Seeking advice on saving for retirement? Passing wealth onto the next generation? Let’s talk.
CLIENTS
Individuals
Businesses
NEWS & VIEWS
Live TV Interviews
Quoted in the Press
WA Monthly Videos
Individuals
Businesses
Live TV Interviews
Quoted in the Press
WA Monthly Videos
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
105 Broadhollow Rd
Melville, NY 11747
631-670-0682
6501 Congress Avenue
Suite 100
Boca Raton, FL 33487
561-910-8626
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© Copyright 2025
© Copyright 2025
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
CLIENTS
Individuals
Businesses
NEWS & VIEWS
Live TV Interviews
Quoted in the Press
WA Monthly Videos
Individuals
Businesses
Live TV Interviews
Quoted in the Press
WA Monthly Videos
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
105 Broadhollow Rd
Melville, NY 11747
631-670-0682
6501 Congress Avenue
Suite 100
Boca Raton, FL 33487
561-910-8626