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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Wealth Advocate Group

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Beachwood, OH
Wealth Advocate Group

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We take an empowering and transparent approach to financial services by striving to act and advocate with YOUR interests in mind.

Through a tactical and dynamic approach to investments, we are focused on actively helping you seek to achieve your goals. Securities offered through LPL Financial, Member FINRA/SIPC. finra.org, sipc.org, Investment advice offered through Stratos Wealth Partners, Ltd., a registered Investment Advisor. Stratos Wealth Partners and Wealth Advocate Group LLC are separate entities from LPL Financial.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/16/2026

Taking care of aging parents can be overwhelming.

Watch this short video to learn more as you prepare to take on the role of caretaker for your aging parents.

Don’t know where to start when it comes to financial planning for aging parents? This video has got you covered!

10/14/2026

We strive to be a sounding board for clients, being there when they need us to help navigate challenges in their personal, professional and financial lives. We help answer difficult questions and provide strategies to complex problems.

Wealth Advocate Group was founded with a mission of providing advice in the best interest of our clients to help them pursue their dreams. After more than 25 years in business, we remain committed to this mission. We continuously seek ways to improve our clients’ financial lives and deliver custom...

10/12/2026

Long-term care can wipe out a retirement budget quickly if you’re not prepared.

Planning ahead is one of the best approaches for shielding your retirement from the high cost of long-term care and medical expenses in retirement.

Worried about medical expenses in retirement? Lauren Coverdale is a financial advisor at Wealth Advocate Group in Beachwood, Ohio.

10/09/2026

The concept of luxury manifests in many forms. Opulent homes, international travel, exclusive clubs, and high-value possessions are just a few of the trappings wealthy families earn through hard work.

But enjoying luxury in the present needs a counterbalance: a long-term financial strategy.

Wealth tips for affluent individuals pursuing retirement. David Thorne is a financial advisor at Wealth Advocate Group in Beachwood, OH.

10/07/2026

At Wealth Advocate Group, we take a team approach to serving clients, bringing our best ideas and an unwavering commitment to each and every relationship.

Explore what it looks like to work with us and how we can support your goals.

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.

10/05/2026

Umbrella insurance is a type of personal liability insurance that provides extra coverage beyond the limits of your existing policies. It’s designed to kick in when the liability limits on your homeowners, auto, or other basic policies have been exhausted.

Understanding Umbrella Insurance: Why It Matters and What It Covers. Jason Cohen is a financial advisor at Wealth Advocate Group.

10/02/2026

Corporate executives often reach a point where earning more doesn’t necessarily make their financial lives simpler. Equity compensation, concentrated investments, tax exposure, and retirement decisions can create questions that aren’t always addressed by a traditional financial plan.

Here are five common financial planning challenges corporate executives face and some considerations for addressing each one.

Top financial challenges of corporate executives and learn how to overcome them. Jason Cohen is a financial advisor at Wealth Advocate Group in Beachwood, OH.

09/30/2026

Financial trends are always evolving. Stay up-to-date and informed with our latest articles and insights by visiting our blog.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered Investment Advisor. Stratos Wealth Partners and Wealth Advocate Group LLC are separate entities from LPL Financial.

09/28/2026

Federal employees, veterans, & military personnel face unique financial challenges.

Key tips:

→ Max TSP growth & catch-up contributions
→ Consider pension maximization with life insurance
→ Stay informed on updates

Explore your options with us today.

Avoid common federal employee financial hazards with advice from Lauren Coverdale, an independent financial advisor in Beachwood, OH.

09/25/2026

At Wealth Advocate Group, we help clients cultivate disciplined financial habits, address tax complexities, and build confidence in their long-term financial plans.

📲 440-505-5578

Discover the key habits practiced by financially successful people. Jason Cohen is a financial advisor at Wealth Advocate Group in Beachwood, OH.

Address

3750 Park East Drive Suite 200
Beachwood, OH
44118

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://www.wealthadvocategroup.com/

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