A complete list of active advisors currently associated with Wealth Alliance Advisory Group, LLC

Warmer can help you find a great advisor at Wealth Alliance Advisory Group, LLC or one who fits your needs even better.

Wealth Alliance Advisory Group provides financial planning, consulting, investment management and retirement plan consulting to a mix of individual clients (including high-net-worth individuals), trusts, estates, institutions and business entities. Services include discretionary and non‑discretionary portfolio management, comprehensive wealth management and advice on held‑away products like variable annuities and employer retirement plans. The firm emphasizes risk management and tailored asset‑allocation, using mutual funds, ETFs, individual securities, selected independent managers and, where appropriate, private placements and hedge or alternative funds. WAAG describes a process of ongoing client consultation and monitoring, portfolio diversification across asset classes, and due diligence on Independent Managers and private vehicles to align allocations with client objectives. Several features the brochure highlights as distinctive for a team‑level adviser include an affiliated accounting firm (Wealth Alliance Tax and Accounting, LLC) and an affiliated third‑party administrator (Preferred Pension Solutions, LLC), with supervised persons holding ownership interests; the brochure discloses related conflicts and that referrals to those affiliates are not directly compensated to the firm. WAAG also operates and manages a wrap fee program and discloses it may recommend margin/other borrowing for certain clients and provide advice or access to private/alternative funds that can employ leverage or complex strategies, each of which is less common among similarly sized team firms.

To learn more about the advisors currently working at Wealth Alliance Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.