Insights

Cost Reduction Expertise The Wealth Advocate Investment Group specializes in helping small to medium-sized businesses reduce operational costs through property tax mitigation, cost segregation, and workers' compensation audits, presenting opportunities to offer additional audit or consulting services.

Tax Incentive Potential With a proven track record of securing over 500 million dollars in tax incentives and rebates for clients across various industries, there is significant potential to promote targeted tax credit services to similar business clients looking to maximize financial benefits.

Personal Tax Savings The company's focus on personal income tax reduction, often saving clients over 20,000 dollars, indicates an opportunity to cross-sell personal financial planning and tax strategy services to high-net-worth individuals.

Competitive Positioning Operating within a competitive financial services industry alongside giants like Charles Schwab and Fidelity, the company’s niche expertise in tax rebates and cost savings can be emphasized in targeted marketing to differentiate their value proposition to local and small business clients.

The Wealth Advocate Investment Group LLC Tech Stack

The Wealth Advocate Investment Group LLC uses 8 technology products and services including GoDaddy Website Builder, Cloudflare, Open Graph, and more. Explore The Wealth Advocate Investment Group LLC's tech stack below.

  • GoDaddy Website Builder
    Content Management System
  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • Webpack
    Development
  • Google Maps
    Maps
  • Vimeo
    Video Players
  • Google Analytics
    Web Analytics
  • Facebook
    Widgets

Media & News

The Wealth Advocate Investment Group LLC's Email Address Formats

The Wealth Advocate Investment Group LLC uses at least 1 format(s):
The Wealth Advocate Investment Group LLC Email FormatsExamplePercentage
First@yourwealthadvocate.comJohn@yourwealthadvocate.com
50%
First@yourwealthadvocate.comJohn@yourwealthadvocate.com
50%

Frequently Asked Questions

Where is The Wealth Advocate Investment Group LLC's headquarters located?

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The Wealth Advocate Investment Group LLC's main headquarters is located at 3520 Diamond Leaf Drive, Vero Beach, Florida 32966, US. The company has employees across 1 continents, including North America.

What is The Wealth Advocate Investment Group LLC's phone number?

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You can contact The Wealth Advocate Investment Group LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Wealth Advocate Investment Group LLC's official website and social media links?

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The Wealth Advocate Investment Group LLC's official website is yourwealthadvocate.com and has social profiles on LinkedIn.

What is The Wealth Advocate Investment Group LLC's SIC code NAICS code?

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The Wealth Advocate Investment Group LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does The Wealth Advocate Investment Group LLC have currently?

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As of December 2025, The Wealth Advocate Investment Group LLC has approximately 2 employees across 1 continents, including North America. Key team members include Principal And Fiduciary Financial Planner: R. I.Specialized Tax Incentive And Expense Reduction Strategiest: C. L.. Explore The Wealth Advocate Investment Group LLC's employee directory with LeadIQ.

What industry does The Wealth Advocate Investment Group LLC belong to?

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The Wealth Advocate Investment Group LLC operates in the Financial Services industry.

What technology does The Wealth Advocate Investment Group LLC use?

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The Wealth Advocate Investment Group LLC's tech stack includes GoDaddy Website BuilderCloudflareOpen GraphWebpackGoogle MapsVimeoGoogle AnalyticsFacebook.

What is The Wealth Advocate Investment Group LLC's email format?

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The Wealth Advocate Investment Group LLC's email format typically follows the pattern of First@yourwealthadvocate.com. Find more The Wealth Advocate Investment Group LLC email formats with LeadIQ.

When was The Wealth Advocate Investment Group LLC founded?

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The Wealth Advocate Investment Group LLC was founded in 2008.

The Wealth Advocate Investment Group LLC

Financial ServicesUnited States2-10 Employees

Integrated Tax Business and Financial Planning
Property Tax Mitigation | Cost Segregation | Workers Comp Insurance Audits  | Federal Tax Incentives and more...

For  businesses with employees we help them reduce "Business Costs" in a greater fashion by performing various audits without disruption of any business processes. In most cases we can get the business tax incentives for items that they had no idea they were entitled. In many industries we attain over $200,000 in rebates or incentives. In the past 12 years our partners have saved over 500MM in tax incentives and rebates.

For Small Business Owners we save on average over 20,000 in their personal income tax bill. We use a Tax Blueprint® to implement the tax savings all on a contingency basis. Our typical client saves  25% of their current tax liability.

Section iconCompany Overview

Headquarters
3520 Diamond Leaf Drive, Vero Beach, Florida 32966, US
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    The Wealth Advocate Investment Group LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    The Wealth Advocate Investment Group LLC's revenue is estimated to be in the range of $1M$10M

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