Wealth Advocate Group

07/17/2026

Many investors think they can beat the market by making the right call at the right time.

Here’s what you can do instead if you want to be a successful investor.

Do you want to be a successful investor? Hint: It’s not about outsmarting the market. Here’s what you should do instead.

07/15/2026

If you’re a federal employee, veteran, or in the military, there are unique financial traps you must sidestep to safeguard your financial future.

Let’s explore some strategies to navigate the specific aspects of your financial situation.

Avoid common federal employee financial hazards with advice from Lauren Coverdale, an independent financial advisor in Beachwood, OH.

07/13/2026

Looking for trusted financial guidance? Meet our team of professionals who are committed to simplifying your financial decisions. Visit our team page today to see how we can help make your goals a reality.

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.

07/10/2026

In this guide, we explore what contributes to healthcare costs in retirement, how they can impact your financial plan, and the proactive steps you can take now to stay financially and physically healthy in the years ahead.

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

07/09/2026

Balancing living for today with planning for retirement? Read our latest post for some helpful tips for affluent families to strike the right balance.

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

07/06/2026

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.

07/04/2026

Happy Fourth of July!

Taking today to appreciate the freedoms we have and the opportunity to help families work toward their financial goals.

Hope you have a great day with friends and family!

07/03/2026

When it comes to protecting your assets and financial future, having standard insurance policies is a great start. But what happens when a major claim or lawsuit exceeds the limits of your coverage?

This is where umbrella insurance steps in.

Understanding Umbrella Insurance: Why It Matters and What It Covers. Jason Cohen is a financial advisor at Wealth Advocate Group.

07/01/2026

Strategic estate planning helps business owners protect their assets, preserve their legacy, and prepare future generations for long-term success.

Safeguard your business and legacy with strategic estate planning. John Brown is a financial advisor at Wealth Advocate Group in Beachwood, OH.