The Wealth Advocate Investment Group LLC Email Format

Financial ServicesFlorida, United States2-10 Employees

The Wealth Advocate Investment Group LLC is a small financial services firm located in Vero Beach, Florida. It combines tax-related services with financial planning, offering property tax mitigation, cost segregation analyses, workers' compensation insurance audits, and access to federal tax incentives. For businesses with employees, the company conducts audits to reduce costs without disrupting daily operations and aims to reveal incentives the client may not realize.

For individual small business owners, the firm reports average personal income tax savings of more than $20,000, achieved through a Tax Blueprint implemented on a contingency basis. The typical client reduces their current tax liability by about 25%. Over the past twelve years, its partners have helped secure tax incentives and rebates totaling more than $500 million across engagements.

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