What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Wealth Advisory Group, LLC.

Home
United States
Clearwater, FL
Wealth Advisory Group, LLC.

We take a consultative approach to investing whats your risk tolerance? Cambridge and Wealth Advisory Group are not affiliated.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Content provided by a link by a third party site should not be considered an endorsement of third party consent. We make no representation as of completeness or accuracy of these websites.

08/17/2026

The Federal Reserve (Fed) concluded its July policy meeting and opted to hold interest rates steady. Swipe through for an overview of the key takeaways from the meeting and what this may mean moving forward.

We are keeping a close eye on economic data and policy developments as they unfold. As always, if you would like to talk through your portfolio or investment strategy, please don't hesitate to call us.

07/01/2026

Cue the fireworks, fire up the grill, and get ready for what might be the most ambitious birthday cake of all time. 🎂

America turns 250 this year, which means 250 candles on the cake … so someone should probably alert the fire department.

However you’re celebrating the Fourth of July, we hope it’s filled with great food, good company, and a sky full of fireworks.

Our office will be closed on Friday, July 3rd, in observance of the holiday. We’ll be back and ready to help on Monday. Wishing you a safe and happy Fourth!

06/21/2026

Happy Father's Day to all the fathers and father figures who show up with dedication, patience, and purpose.

The day is a chance to honor the dads and father figures who have taught us life lessons, made us laugh, and shown us what dedication looks like.

To those celebrating, being celebrated, or honoring the memory of someone who shaped your journey, we wish you a meaningful day filled with appreciation.

06/04/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into your broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. That’s where our team comes in. We are here to help you to explore how annuities might complement your existing plan. If you are interested, feel free to reach out anytime to schedule a review.

04/20/2026

April is Financial Literacy Month, and what better time to emphasize the importance of understanding how to manage, protect, and grow your money? Financial literacy can help you feel more informed, confident, and prepared for what’s ahead, like paying down debt or planning for retirement. Swipe through to learn more.

If you would like to discuss your financial strategy, give us a call. We are here to help.

(Content prepared for Wealth Advisory Group by Levitate)

01/27/2026

National College Financial Prep Week is here. It’s a perfect reminder for students and parents that it’s time to get your Free Application for Federal Student Aid (FAFSA) application in if you haven’t already.

Here’s why it matters:

✅ The FAFSA is the gateway to federal grants, work-study programs, and federal student loans.
✅ Many states and colleges use FAFSA results to determine scholarship eligibility. It’s not just used for need-based aid; it is also considered for merit scholarships.
✅ Filing earlier (the FAFSA for 2026-2027 is open now) can help increase your chances of receiving the best aid package possible.

If you have questions about how student loans fit into your overall financial plan — or how they may affect your family’s long-term wealth management goals — we’d be glad to walk through the options with you. Give us a call anytime.

01/19/2026

As we honor Martin Luther King Jr. Day on January 19th, we wanted to take a moment to share some of our favorite accounts of Dr. King’s life and legacy:

🔵"My Life with Martin Luther King, Jr." by Coretta Scott King
🔵"King: A Life" by Jonathan Eig
🔵"The Autobiography of Martin Luther King, Jr." edited by Clayborne Carson

If you’re looking for more ways to honor the day, you can visit thekingcenter.org for ideas, events, and resources.

Please note that in honor of the holiday, our office is closed on Monday, January 19th. We’ll be back on Tuesday, January 20th, and look forward to connecting with you then.

01/15/2026

If you’re thinking about retirement, you might be considering Social Security benefits as part of your plan. But you might not realize that you could be preparing now to help increase your benefit later.

Here are some key Social Security strategies that could help maximize your benefit more — and bring you greater peace of mind down the road:

✅ Work at least 35 years - Social Security is based on your 35 highest-earning years. If you’re only a few years off of this target, you may want to consider working until you hit the 35-year mark.

✅ Consider additional earning opportunities - Raises, promotions, or side gigs that increase your income can count toward a higher future benefit.

✅ Check your earnings record - Errors or missing income can shrink your future payments. Review and correct them through your My Social Security account.

✅ Wait until full retirement age - Claiming Social Security benefits early can reduce your monthly amount for life. Waiting until your full retirement age can pay off.

✅ Consider delaying benefits - For every year you delay past your full retirement age, your benefit increases. Depending on your personal health and financial needs, delaying your Social Security benefits can help you earn more as you age.

While these strategies may work for some, it’s important to discuss the best approach for your unique situation with a financial advisor.

That’s where we come in. Give us a call today, and we can discuss a holistic wealth management strategy that considers current needs and future goals.

01/06/2026

The new year is a perfect time to revisit financial goals and make any necessary adjustments for the year ahead. To help you start 2026 off on the right foot, we’re sharing a few key steps to consider.

For personalized wealth management guidance, call our office today to schedule a New Year portfolio review.

01/01/2026

As we step into 2026, we want to pause and wish each of you a successful, healthy start to the year.

Please note: Our office will be closed on January 1st and 2nd, allowing our team to recharge and prepare for all that’s ahead.

Here’s to fresh starts, full calendars, and finally remembering what day it is again!

Address

Clearwater, FL
33756

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.wealthadvisory.net/

Alerts

Be the first to know and let us send you an email when Wealth Advisory Group, LLC. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Want your business to be the top-listed Finance Company in Clearwater?