Wealth Advocate Group

10/23/2026

AI has made financial information more accessible than ever, but true financial planning is rarely as simple as choosing an investment portfolio. Questions about retirement timing, tax planning, market uncertainty, estate planning, or caring for aging parents do not come with one-size-fits-all answers.

Let’s look at some of the distinct advantages of working with a professional financial advisor in a world increasingly influenced by AI.

Relying solely on AI for your financial decisions may not be the best. Lauren Coverdale is a financial advisor at Wealth Advocate Group in Beachwood, OH.

10/21/2026

True wealth goes beyond the numbers. It’s about creating opportunities and preserving what matters most. The decisions made today shape the legacy you leave tomorrow. Ready to take the next step in your financial journey? Connect with our team to start the conversation.

10/21/2026

Want to feel more confident about your financial future? We can help!
Give us a call today to take the first step.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered Investment Advisor. Stratos Wealth Partners and Wealth Advocate Group LLC are separate entities from LPL Financial.

10/19/2026

For those who have ascended to top leadership positions, executive compensation packages often extend beyond a simple salary. Stock options, RSUs, and other incentive-based awards form a significant portion of their financial planning.

Read about executive compensation packages and retirement plans. John Brown is a financial advisor at Wealth Advocate Group in Beachwood, OH.

10/16/2026

Taking care of aging parents can be overwhelming.

Watch this short video to learn more as you prepare to take on the role of caretaker for your aging parents.

Don’t know where to start when it comes to financial planning for aging parents? This video has got you covered!

10/14/2026

We strive to be a sounding board for clients, being there when they need us to help navigate challenges in their personal, professional and financial lives. We help answer difficult questions and provide strategies to complex problems.

Wealth Advocate Group was founded with a mission of providing advice in the best interest of our clients to help them pursue their dreams. After more than 25 years in business, we remain committed to this mission. We continuously seek ways to improve our clients’ financial lives and deliver custom...

10/12/2026

Long-term care can wipe out a retirement budget quickly if you’re not prepared.

Planning ahead is one of the best approaches for shielding your retirement from the high cost of long-term care and medical expenses in retirement.

Worried about medical expenses in retirement? Lauren Coverdale is a financial advisor at Wealth Advocate Group in Beachwood, Ohio.

10/09/2026

The concept of luxury manifests in many forms. Opulent homes, international travel, exclusive clubs, and high-value possessions are just a few of the trappings wealthy families earn through hard work.

But enjoying luxury in the present needs a counterbalance: a long-term financial strategy.

Wealth tips for affluent individuals pursuing retirement. David Thorne is a financial advisor at Wealth Advocate Group in Beachwood, OH.

10/07/2026

At Wealth Advocate Group, we take a team approach to serving clients, bringing our best ideas and an unwavering commitment to each and every relationship.

Explore what it looks like to work with us and how we can support your goals.

At Wealth Advocate Group (WAG), we take a team approach to serving clients, bringing our best ideas and an unwavering commitment to each and every relationship. Our WAG process consists of THREE steps.