The Wealth Advisory Group, LLC

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About The Wealth Advisory Group

Located in the business district of historic Morristown, New Jersey, The Wealth Advisory Group is a boutique wealth management firm. Our mission is to impart superior financial and investment management strategies with honesty and integrity to each and every client. Through a holistic approach and complete understanding of individual situations, current financial needs and future goals, we offer each client a disciplined and strategic wealth management solution to address financial well-being.

COVID-19 Updates

Our first priority is helping you take care of yourself and your family. While these are uncertain times, we are dedicated to keep you well-informed.

If at anytime you have any questions or concerns, please do not hesitate to reach out to us at anytime.

A Recognizable Difference to Wealth Management

Financial Planning

Your goals range dramatically. To achieve these goals, click learn more to see how we can help you achieve these goals.

Our Resources

Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

Need some personalized advice?

We’re here to help. Get in touch with us and we’ll happily guide you in the right direction.

Our Broker/Dealer

World Equity Group is the exclusive Broker/Dealer and Registered Investment Advisor to The Wealth Advisory Group. Through the World Equity Group, WAG has clearing arrangements through Pershing, LLC, RBC Capital Markets and Charles Schwab. More information on the World Equity Group can be found at www.worldequitygroup.com.

Have a Question?

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The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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Legal, privacy, copyright and trademark information
Securities and Advisory Services offered through World Equity Group, Inc. Member FINRA / SIPC and a Registered Investment Advisor. The World Equity Group Form CRS can be found here.

A broker/dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state.

States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states which they are licensed to conduct business in and to limit access to financial products and services offered by them to only those individuals in those states.

World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands.

John Walsh is licensed to conduct securities business in: CA, FL, KY, NC, NH, NJ, NY, PA, VT

John Walsh is licensed to conduct investment advisory business in: CA, FL, NC, NH, NJ, PA, VT

John Walsh is insurance licensed in: New Jersey

The World Equity Group Form CRS can be found here