Wealth Advocate Group

06/08/2026

This article offers insights for executives navigating a job transition, outlining key financial steps and practical guidance.

By reviewing these carefully, you can shield your assets, plan for tax implications, and approach your next role with confidence.

Financial steps necessary for executive job changes. Lauren Coverdale is a financial advisor at Wealth Advocate Group, a wealth management firm in Beachwood, OH.

06/05/2026

At Wealth Advocate Group, we believe strongly that you deserve someone to advocate for you and your loved ones. It’s our commitment to getting you the best information and helping you find the plan that fits your specific situation.

The discussion of life insurance is not one that many people enjoy having, however, it is a critical part of your life and legacy. You want to feel confident that your loved ones are taken care of in the event of an unexpected death. If this unfortunate event happens, they will be grateful you took....

06/03/2026

Building a strong financial foundation starts with the right guidance. Our team is here to help you create a plan for your future. Visit our website to get started.

At Wealth Advocate Group (WAG), we take a team approach to serving clients, bringing our best ideas and an unwavering commitment to each and every relationship. Our WAG process consists of THREE steps.

06/01/2026

Time is our most precious asset, especially when it comes to reaching your financial goals.

In this article, we reveal the high price of delaying financial planning and 5 reasons why today is the best day to start.

Time is our most precious asset, especially when it comes to reaching your financial goals. The decisions you make today can profoundly impact the quality of life you lead tomorrow. Unfortunately, many people postpone financial planning, believing they have plenty of time to address it later. But th...

05/29/2026

After spending over a decade working in the financial services industry, we have seen common mistakes people make that have detrimental effects. Let’s break down some of the biggest financial mistakes we see people make so you can avoid them.

These 5 financial mistakes are far too common and can cause harm to your financial future. Are you making any of them?

05/27/2026

Do you strive to experience financial independence? The sooner you start, the better.

These financial planning tips for those in their 20s will help.

05/25/2026

Today, we remember the brave men and women who gave their lives in service to our nation. Their courage and sacrifice have shaped the freedoms we enjoy today.

Thank you to all who have served and to those who continue to serve.

05/22/2026

We understand that the idea of mandatory withdrawals from your retirement accounts can feel overwhelming.

However, with proper planning and knowledge, RMDs can actually become a strategic tool to manage your retirement income and tax burden.

Learn vital information about required minimum distributions (RMDs). Wealth Advocate Group is a fee-based wealth management company based in Beachwood, OH.

05/20/2026

We understand that hiring an advisor can be a challenging process. We have provided some resources to make that decision easier.

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We understand that hiring an advisor can be a challenging process. We have provided some resources to make that decision easier.

05/18/2026

For those who have ascended to top leadership positions, executive compensation packages often extend beyond a simple salary. Stock options, restricted stock units (RSUs), and other incentive-based awards form a significant portion of their financial planning.

Read about executive compensation packages and retirement plans. John Brown is a financial advisor at Wealth Advocate Group in Beachwood, OH.