About Us

Situated in the heart of Morristown’s historic business district, The Wealth Advisory Group is a boutique private wealth firm dedicated to helping clients achieve financial confidence and clarity. We deliver personalized wealth management strategies built on transparency, integrity, and disciplined planning.

Our approach is holistic, taking into account your unique circumstances, current priorities, and long-term goals. By combining deep expertise with a strategic framework, we provide tailored solutions designed to protect, grow, and sustain your wealth for generations.

Business professionals collaborating on a laptop, discussing ideas and strategies in a modern office setting.

Our Team’s Difference

Fiduciary Commitment

Your trust is never taken lightly. We act as fiduciaries in every engagement, prioritizing transparency, clarity, and your best interests in every recommendation we make.

Personal Partnership

We believe great advice starts with strong relationships. Our team takes the time to understand your goals, advocate for your priorities, and provide steady guidance through life’s changes and financial decisions.

Seasoned Perspective

With decades of combined experience across investment management, planning, and client service, our team brings the insight and discipline needed to help you make confident, well-informed decisions—today and over the long term.

Broker/Dealer vs. Investment Advisor

Broker/Dealer vs. Investment Advisor – What’s the Difference?

A Broker/Dealer primarily facilitates the buying and selling of investments and may earn commissions on those transactions. An Investment Advisor, on the other hand, provides ongoing advice and portfolio management, typically for a fee, and is held to a fiduciary standard—meaning they must act in the client’s best interest.

At The Wealth Advisory Group, we have the ability to serve in both capacities when appropriate. However, regardless of the role, we always act as fiduciaries, putting your goals and best interests first. We are committed to full transparency in how we operate, including how we are compensated and the reasoning behind every recommendation we make. Our priority is to ensure you have clarity and confidence in every decision.

Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
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Investment Planning

Smart investing isn’t about chasing trends—it’s about disciplined decision-making aligned with your goals, risk tolerance, and time horizon. Our investment planning process is built to remove emotion from investing while keeping your objectives front and center.
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Estate Strategies

Estate planning is about protecting what you’ve built and ensuring your wishes are carried out with clarity and care. While legal documents are essential, effective estate planning requires coordination—between your advisors, your family, and your broader financial strategy.
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Risk Management

Independent guidance to help protect your family, income, and assets through properly sized life insurance, long-term care, disability coverage, and annuity strategies designed to support your broader financial plan.
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Life Transitions

Guidance designed to help you move through major life changes—from divorce and marriage to loss and growing families—so your financial plan evolves to protect what matters most at every stage.
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Tax Strategies

Taxes are one of the largest—and most manageable—expenses you’ll face over a lifetime. Proactive tax planning can help reduce unnecessary tax exposure while keeping your financial strategy aligned and compliant.
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Our Team

John P. Walsh

John P. Walsh CRPC

Managing Partner

+1 973 975 0877
+1 973 906 0763 Cell
+1 973 834 0164 Text

John co-founded The Wealth Advisory Group in March 2016 with a...

Gregory Proechel

Gregory Proechel

Partner – Wyckoff, New Jersey

+1 201 904 2181
+1 973 998 6956

Gregory joined The Wealth Advisory Group as a Partner in March of 2016. Prior to that...

Tara Battaglino

Tara Battaglino

Client Relationship Associate/Office Manager

+1 973 975 0877
+1 973 834 0164 Text

As a Client Relationship Associate and Office Manager at The Wealth Advisory Group...