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Wealth Advisory Group LLC

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Wealth Advisory Group LLC

Wealth Advisory Group has been empowering people with sound financial strategies since 1933. PAS is a wholly-owned subsidiary of Guardian.

At Wealth Advisory Group our philosophy is rooted in common sense and a proven record of intelligent financial planning. For more than 80 years we have been guiding individuals and businesses through every stage of the financial life cycle. We cover the tri-state area, with locations in New York City, Long Island, the Capital Region, and New Jersey. Wealth Advisory Group, LLC is an Agency of The G

uardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 777 Third Avenue, Suite # 1703
New York, NY 10017, 212-541-8800. This firm is not an affiliate or subsidiary of PAS. Wealth Advisory Group LLC is not an affiliate or subsidiary of PAS. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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03/18/2026

Proud to see Joe Sciabica of Patel & Sciabica Financial Group LLC, and Living Balance Sheet National Trainer, representing our firm and speaking at the 2026 LBS Forum.

Joe shared insights with financial professionals from across Guardian firms, reinforcing the importance of thoughtful planning tools and strategies that help advisors better serve their clients.

Moments like this reflect our firm’s continued commitment to professional development, collaboration, and advancing the way we support the individuals and families we work with.

02/10/2026

This is what leadership and commitment to our community look like!

Proud to share that Managing Associate Brenda Evans and Financial Advisor Jason Lurie represented WAG at Call to Action: Albany 2026.

They joined industry leaders to advocate for stronger financial literacy education and thoughtful legislation that supports the long-term financial security of New Yorkers.

02/06/2026

Black History Month is a time to reflect, learn, and celebrate the lasting impact of Black excellence and leadership. At WAG, we remain committed to fostering inclusion, opportunity, and empowerment in our workplace, our industry, and the communities we serve.

02/04/2026

Retirement is no longer defined by reaching a milestone birthday or making a complete exit from the workforce; today, it’s as unique as each individual who enters this new phase. Our team understands that the evolving retirement landscape requires holistic, personalized guidance--empowering every client to navigate the planning process with confidence.

Read more in Wealth Management about what today’s changing retirement realities mean for advisors and their clients.

12/16/2025

A wonderful staff day focused on development and connection 👏
From learning new skills to collaborating in the kitchen, this hands-on experience at My Cooking Party NYC was a great reminder that growth happens when we create together!

12/14/2025

Happy Hanukkah from WAG!

12/13/2025

🚀 Please join us in welcoming Gwen Beslow to WAG as a new member of our Career Launch Program!

Gwen’s return to financial services is deeply personal and rooted in her commitment to helping others. After experiencing significant personal loss, she felt a strong calling to return to this work with renewed purpose. Motivated by those experiences, Gwen is focused on ensuring individuals and families have the protection and support they need during life’s most difficult moments.

Many people first connected with Gwen when she supported them through career transitions, and she brings that same encouragement and dedication to her work at Wealth Advisory Group. We’re excited to have her compassion, perspective, and client-first mindset on our team.

Welcome to WAG, Gwen!

12/12/2025

📢 We’re thrilled to welcome Fahad Chowdhury to Wealth Advisory Group as a Managing Director!

Fahad brings a strong commitment to recruiting, developing talent, and mentoring the next generation of advisors, while continuing to lead with a client-first mindset. We’re proud to have his leadership and experience as part of the WAG team.

Please join us in welcoming Fahad to the team!

12/08/2025

Congratulations to Eli Friedman on being inducted into the DI Circle of Excellence at Guardian Life’s Advanced Disability Meeting in Huntington Beach, CA! This distinction is reserved for top performers whose long-term success, consistent production, and exceptional commitment to Disability Insurance planning set them apart.

12/04/2025

🚀 Please join us in welcoming Tess Sanchez to WAG as a new member of our Career Launch Program!

Tess brings a diverse background shaped by years of service, teaching, and client support. Her experience has strengthened her ability to truly listen, connect, and support others with honesty and compassion.

Her mission is to help individuals build financial confidence by providing clear, practical guidance that aligns with their needs. Tess values honesty above all and is committed to protecting clients and helping them feel confident in the decisions they make.

Welcome to WAG, Tess!

12/01/2025

🚀 Please join us in welcoming Lamont Arthur Patrick to WAG as a new member of our Career Launch Program!

Lamont brings extensive experience from his background as a stockbroker and portfolio manager, along with a long history of helping others understand the financial marketplace with sincerity, patience, and a client-focused mindset. His mission is to help individuals avoid financial stressors by developing proactive strategies that support their long-term goals.

Lamont is driven by honesty, integrity, and a genuine love for educating others. He believes growth begins with listening and adjusting to the unique needs of each person he works with. We’re excited to have him bring his passion, perspective, and dedication to our team.

Welcome to WAG, Lamont!

11/27/2025

Proud of the culture we’re building and the people who make it possible. Wishing you a warm and joyful Thanksgiving — from our team to yours.

Address

355 Lexington Avenue, 9 Fl
New York, NY
10017

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 4pm

Telephone

+12125418800

Website

http://www.wagllc.com/

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