FAQs

The Wealth Advisory Group is a boutique wealth management firm based in Morristown, New Jersey. We focus on personalized financial planning, long-term strategy, and close client relationships. Unlike large institutions, we intentionally limit the number of clients we serve so we can deliver thoughtful guidance and direct access to experienced advisors.

Yes. We always act as a fiduciary financial advisor, which means we are legally and ethically required to act in your best interest. Every recommendation we make is guided by transparency, objectivity, and alignment with your goals.

We have the ability to serve as both when appropriate. A broker/dealer facilitates transactions, while an investment advisor provides ongoing advice and portfolio management. Regardless of role, we maintain a fiduciary mindset and clearly explain how each structure works, how we are compensated, and why a specific approach is recommended.

We work with individuals, families, and professionals seeking comprehensive wealth management and financial planning services. Many of our clients are looking for a more personal, relationship-driven alternative to large firms and value clear communication and long-term strategy.

Your first meeting is an exploratory conversation designed to ensure alignment. We discuss your financial priorities, goals, and expectations, and explain our planning process so you can determine whether working together feels like the right fit.

Our process includes discovery, analysis, and the delivery of a comprehensive written plan. We review your assets, liabilities, tax considerations, and long-term goals, then create a strategy designed to evolve as your life and the markets change.

As involved as you’d like. We believe the best financial plans are built collaboratively. You’ll always understand what’s being recommended, why it matters, and how it fits into your overall strategy.

We provide ongoing investment management and financial planning reviews. Regular check-ins help ensure your strategy stays aligned with life changes, market conditions, and evolving priorities.

Yes. We frequently collaborate with CPAs, estate planning attorneys, and other professionals to ensure your tax planning, estate planning, and investment strategies are fully aligned.

Compensation varies based on services provided. We are fully transparent about fees and compensation structures and explain them clearly before any engagement begins.

Rather than focusing solely on asset minimums, we focus on whether our services are a good fit for your needs. Alignment and long-term partnership matter more than arbitrary thresholds.

Yes. Our office is located in Morristown, NJ, and we proudly serve clients throughout Northern New Jersey and beyond. Technology allows us to maintain strong relationships regardless of location.