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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.

Many affluent families assume they can simply pay for future care expenses out of pocket. While substantial assets may p...
10/08/2026

Many affluent families assume they can simply pay for future care expenses out of pocket. While substantial assets may provide flexibility, long-term care (LTC) planning is about much more than covering a bill. It is about protecting your lifestyle, preserving your legacy, and ensuring your broader financial strategy remains intact. Swipe to learn more.

If long-term care planning has not been reviewed recently as part of your wealth strategy, contact us to discuss how it fits into your overall financial plan.

10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

Life insurance beneficiary designations play an important role in making sure assets are passed along according to your ...
09/24/2026

Life insurance beneficiary designations play an important role in making sure assets are passed along according to your wishes. While many people set these up once, it’s worth revisiting them from time to time. Swipe through to learn more.

If you’d like to review your current policies or talk through your beneficiary designations, feel free to reach out anytime. We are always happy to help.

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
09/07/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

The Federal Reserve (Fed) concluded its July policy meeting and opted to hold interest rates steady. Swipe through for a...
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.

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

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

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they mi...
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.

April is Financial Literacy Month, and what better time to emphasize the importance of understanding how to manage, prot...
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)

National College Financial Prep Week is here. It’s a perfect reminder for students and parents that it’s time to get you...
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.

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Clearwater, FL
33756

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