Wealth Benefit Advisors is an independent consulting firm collaborating with businesses, individuals, and families.

Who We Are

 

We are a private, independent consulting firm specializing in the creation and development of differentiated strategies to better serve our clients. For the past 5 decades, we have helped our clients implement comprehensive strategies in many areas, that include:

  • Comprehensive Wealth Planning

  • Mortgage & Pledged Asset Lending

  • Investment Banking & Structured Lending

  • Trust & Legacy Investment Services

  • Estate & Probate Planning

  • Fully Integrated HR Services

  • Health & Welfare Plans

  • Defined Benefit/Contribution Plans

  • Deferred Compensation

  • Business Continuity

Since all roads eventually lead to an asset allocation decision in our clients’ lives, our investment approach provides reliable exposure to asset classes worldwide. Our portfolios are radically different from the publicly available forms of passive management.

 

Our Strategy

 

Maximum Client Impact

We work with leading business organizations and individuals from many industries. Our knowledge of these industries allows us to address problems and provide solutions with maximum client impact. Our multi disciplined expertise provides our clients with a breadth of services to address specific needs.

Dynamic Network

Working with our clients on their most pressing issues requires expertise and our ability to tap into the right people that can provide creative solutions. Experts associated with our firm can provide guidance in the Legal, Financial, Accounting, ERISA & Health-Welfare areas.

Developing Expertise & Insights

We invest a significant effort in developing our expertise as well as our unique recommendations and insights for our clients. Forming long term perspectives requires experience and an awareness of the big picture to develop clear and practical solutions.

Our Mission

We are fiercely dedicated to our clients in an independent environment with the freedom to do what we think is right. For our organization, this means putting your interests ahead of our own and delivering the best recommendation. At its core, our purpose is to help create positive, enduring change for our clients and families we serve. Our vision is to weave sustainability and lasting societal impact into all aspects of our client work—from client conversations to our analyses and recommendations.