World Investment Advisors Philadelphia (formerly Wealth Advisory Group) Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

At World Investment Advisors, our dedicated advisors build trusted relationships while delivering personalized financial services and solutions for you. Using our extensive resources and industry expertise we empower you to make informed decisions and approach the future with confidence.

Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions.

We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation.

With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results.
The firm's primary mission is to build collaborative and enduring partnerships by creating a customized strategic plan, executing the strategy flawlessly, and assisting our clients to stay the course so they may judiciously preserve and grow their wealth.

Find World Investment Advisors Philadelphia (formerly Wealth Advisory Group) employees' phone numbers or email addresses

World Investment Advisors Philadelphia (formerly Wealth Advisory Group) Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Asia
1

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  • Malaysia
    1

World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s Leadership

  • Stylized image of a person
    J. P.
    Partner/Financial Advisor
    Phone icon
  • Stylized image of a person
    R. N.
    Vice President, Investments
    Phone icon
  • Stylized image of a person
    W. S.
    It Director
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  • Stylized image of a person
    B. A. S.
    Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    G. S.
    Producer
    Phone icon
  • Stylized image of a person
    B. K.
    Associate Producer
    Phone icon
  • Stylized image of a person
    G. S.
    Producer
    Phone icon
  • Stylized image of a person
    B. C.
    Associate Producer
    Phone icon

World Investment Advisors Philadelphia (formerly Wealth Advisory Group) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Accounting
  • Administrative
  • Other

Contact profiles from World Investment Advisors Philadelphia (formerly Wealth Advisory Group)

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. P.
    Partner/Financial Advisor
    Phone icon
    United StatesPennsylvania
    Feb 12, 2025
  • Stylized image of a person
    R. N.
    Vice President, Investments
    Phone icon
    United StatesMississippi
    Jan 29, 2026
  • Stylized image of a person
    W. S.
    It Director
    Phone icon
    United StatesPennsylvania
    Jul 09, 2024
  • Stylized image of a person
    B. A. S.
    Investment Advisor Representative
    Phone icon
    United StatesPennsylvania
    Nov 18, 2025
  • Stylized image of a person
    G. S.
    Producer
    Phone icon
    United StatesUtah
    Oct 21, 2025
  • Stylized image of a person
    B. K.
    Associate Producer
    Phone icon
    United StatesUtah
    Oct 26, 2025
  • Stylized image of a person
    G. S.
    Producer
    Phone icon
    United StatesUtah
    Oct 23, 2025
  • Stylized image of a person
    B. C.
    Associate Producer
    Phone icon
    United StatesUtah
    Oct 24, 2025
  • Stylized image of a person
    G. S.
    Producer
    Phone icon
    United StatesUtah
    Oct 19, 2025
  • Stylized image of a person
    R. O.
    Supervising And Monitoring
    Phone icon
    MalaysiaTerengganu
    Mar 04, 2024

Frequently Asked Questions

What is World Investment Advisors Philadelphia (formerly Wealth Advisory Group) known for?

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World Investment Advisors Philadelphia (formerly Wealth Advisory Group) was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 1055 Westlakes Drive Suite 130 Berwyn, Pennsylvania 19312 United States; you can contact the main corporate office by phone at . Explore World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s company overview page for more information.

What is World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s most common email format?

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World Investment Advisors Philadelphia (formerly Wealth Advisory Group) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more World Investment Advisors Philadelphia (formerly Wealth Advisory Group) email formats with LeadIQ.

How many employees does World Investment Advisors Philadelphia (formerly Wealth Advisory Group) have currently?

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World Investment Advisors Philadelphia (formerly Wealth Advisory Group) has approximately 6 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s key employees and leadership?

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As of February 2026, World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s key employees include:

  • Partner/Financial Advisor: J. P.
  • Vice President, Investments: R. N.
  • It Director: W. S.
  • Investment Advisor Representative: B. A. S.
  • Producer: G. S.

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