Wealth Advocate Group

09/02/2026

The responsibilities of senior leadership come with many important decisions, but few have as significant an impact on your financial well-being as a job transition.

This article provides a structured approach for executives navigating a job transition.

Financial steps necessary for executive job changes. Lauren Coverdale is a financial advisor at Wealth Advocate Group, a wealth management firm in Beachwood, OH.

09/01/2026

Your home and auto policies renewed again this year without a single question about the teen driver, the kitchen remodel, or everything you've built since you signed up. That gap usually stays hidden until the day you file a claim. Read more in our new article. Link in the comments.

Why an annual home and auto insurance review matters. John Brown is a financial advisor at Wealth Advocate Group in Beachwood, OH.

08/31/2026

In today’s digitally connected world, the threat of fraud and identity theft is more prevalent than ever. Here, we outline the steps to prevent fraud and identity theft, offering practical tips to help safeguard your well-being.

Are you at risk? Learn five essential steps to prevent fraud and identity theft to help you safeguard your personal and financial well-being.

08/28/2026

At Wealth Advocate Group, we provide clear guidance and practical strategies to help you make informed financial decisions at every stage of life.

If you’re ready to take the next step, we’re here to help.

📞 440-505-5578

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...

08/27/2026

✨ COLOR & STYLE NIGHT ✨
Join us for a fun girls’ night out with Mary Olson of Mary Olson on September 22 at 5:30 PM at Stratos Wealth Partners!
Mary will take us behind the scenes with a live color analysis, sharing what goes into finding the colors and styles that help us look and feel our best, from wardrobe and hair color to makeup and more.
We’ll enjoy wine, cheese & refreshments while pairing beauty + style with financial wellness for a fun and unique evening hosted by Wealth Advocate Group.
💕 No cost to attend + bring a friend!
We’re already nearly 60% full, so don’t wait to RSVP!
📍 2nd Floor Dining Facility, Stratos Wealth Partners
🗓️ September 22 | 5:30 PM
🔗 RSVP here: https://docs.google.com/forms/d/e/1FAIpQLSfTvbw15djtUDTMhTUpC95WavWfKuZDzFqohyMvtcZkxcMWVA/viewform?usp=header
We can’t wait to see you! ✨

08/26/2026

The discussion of life insurance is not one that many people enjoy having. However, it is a critical part of your life and legacy.

Let’s go over the key factors to look for as you determine the coverage that’s right for you.

The discussion of life insurance is not one that many people enjoy having, however, it is a critical part of your life and legacy. You want to feel confident that your loved ones are taken care of in the event of an unexpected death. If this unfortunate event happens, they will be grateful you took....

08/24/2026

As a professional, you likely don’t have time to learn the ins and outs of personal finance. An experienced financial professional can help you gain confidence in your financial future and help you avoid costly mistakes.

These 5 financial mistakes are far too common and can cause harm to your financial future. Are you making any of them?

08/21/2026

Building a strong financial foundation starts with the right guidance. Our team is here to help you create a plan for your future. Visit our website to get started.

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.

08/19/2026

From buying a house to preparing for retirement, the importance of early planning cannot be overstated.

In this article, we delve into the high price of delaying financial planning and 5 reasons why today is the best day to start.

Time is our most precious asset, especially when it comes to reaching your financial goals. The decisions you make today can profoundly impact the quality of life you lead tomorrow. Unfortunately, many people postpone financial planning, believing they have plenty of time to address it later. But th...

08/17/2026

If you turn 73 this year, the IRS requires you to begin taking a specific amount from certain retirement accounts.

RMDs can be confusing, but understanding the basics can help you plan ahead.

Learn vital information about required minimum distributions (RMDs). Wealth Advocate Group is a fee-based wealth management company based in Beachwood, OH.