Knowledge & Experience
On Which You Can Stake Your Financial Future.

 
 

RECENT LEGISLATION

The Employee Benefits Security Administration (EBSA) enforces ERISA and provides compliance assistance to plan participants and beneficiaries. Click here to send an email to WAG requesting the latest laws and regulations regarding employee benefit plans.

 


We understand that Trust is earned, not freely given. Founded in 1993, Wealth Advisory Group, Inc. has assembled an incredibly deep bench of expertise. Our leadership team has a breadth of experience across multiple financial disciplines to offer you a truly integrated solution for your wealth management needs.


Our backgrounds include experience in comprehensive planning, asset management, private placement investments, insurance, estate planning, education funding strategies and robust corporate benefit plan-design.


Whether working with an individual, an executive team at a public company, a non-profit organization or a business owner trying to create a succession plan for his or her business; we have the experience to deliver unparalleled planning and solutions. Our team has worked with a fantastic variety of clientele for more than twenty years and we bring those experiences to every client we have the privilege to serve.

 

Richard E. Craft,  AIF®, CLU, ChFC , Chief Executive Officer of Wealth Advisory Group, has provided experience-based financial solutions to common issues facing companies and high net worth individuals throughout the Mid Atlantic region for more than 25 years.

Since beginning his career in 1981 with a large national brokerage firm through founding Wealth Advisory Group in 1993, Rick has focused on providing investment strategies, retirement readiness, estate planning, buy-sell & key person funding, effective employee benefit plans and successful retirement plans to a range of closely held, mid-sized and smaller public companies, as well as individuals.

Rick is also co-founder and President of Wealth Advisory Group’s subsidiary company, Corporate Benefits Alliance, Inc., a separately staffed, full service employee benefits consulting and brokerage insurance agency.

Rick graduated Cum Laude from Dickinson College, and received a BA in Economics & English. Rick is also a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College, as well as a licensed FINRA Series 7 and 65 professional. Professional affiliations include the Business Leaders Network, which he founded and is currently a Board Member, as well as the Founder of e-Consortium. Rick also serves as a member of the Dickinson College Philadelphia Regional Cabinet.


 

Michael C. Bass  AIF® , President of Wealth Advisory Group, is an entrepreneur with a background in Finance. As a co-owner and the firm’s President since its formation in 1993, Michael has spent over two decades focused on two distinct segments within the organization: First, developing tactical asset-management and risk-mitigation strategies for high net-worth investors. Second, operating as a fee-based 3(21) and 3(38) Co-Fiduciary Investment Advisor to large private and public corporate Pension, 401(k) and 403(b) retirement plans. Since inception, Michael and his team have provided investment guidance and advice to over one billion dollars in assets.

In addition, Michael is a co-founder and the CEO of Wealth Advisory Group's wholly-owned subsidiary company, Corporate Benefits Alliance, Inc. (CBA). CBA is a separately staffed, full-service employee benefits consulting and brokerage insurance agency catering to mid-to-large corporations across the nation. Michael and his team of employees provide sophisticated self-funded risk mitigation strategies to help companies to deal with the enormous costs associated with healthcare claims and employee benefit programs as a whole.

Michael attended Villanova University where he pursued his B.S. in Finance in 1992. He is a currently FINRA Series 7 and Series 65 licensed professional and is a Charter Member of Business Leaders Network and e-Consortium.




Brian A. Sullivan, Director of Insurance and Estate Planning, Brian joined the Wealth Advisory Group in 2012 and has over 32 years of experience in insurance, investment, and tax planning. He began his career with Price Waterhouse in Philadelphia before joining Karr Barth Associates in 1987. He then joined Sullivan and Company LLC in 2000 to work with his father Joseph in providing insurance and estate planning solutions to their mutual clientele. Brian still continues to serve those most valued clients under his Wealth Advisory Group affiliation.

The Wealth Advisory Group provides Brian with the organizational support and the expanded service capabilities that are required in his growing practice. Brian provides depth to the firm's clientele in the formulation of complex estate plan designs and strategies for generational wealth transfer. Brian proudly attended Malvern Preparatory School and the Pennsylvania State University. He received his B.S. in Accounting, and graduated in 1982 "with distinction".

He is married to Karen Hepp, the Fox 29 News Anchor and they have three young boys. Brian is an Ironman Triathlete and a six time Boston Marathoner.




Jerry Preschutti, Financial Advisor, Jerry works with our business owner and individual wealth advisory clients helping them to formulate and manage their wealth creation, accumulation and distribution strategies. As a Certified Financial Planner (CFP candidate), Jerry is expert at Investment Management, Estate Planning, Business Succession, and Insurance Strategies. Leveraging technology, Jerry offers clients the eMoney Total Wealth Management platform to provide a daily updated wealth positions and progress toward financial goals.

Jerry is a graduate of Villanova University. Previously, Jerry worked as an Advisor at Delaware Valley Financial Group. Jerry holds the Series 7, 65, Life and Health License.




Andrew R. Dugery, CRPS®, AIF® a Retirement Plan Advisor, has provided experience-based solutions to common issues facing companies and individuals for more than ten years.

Andrew joined with Wealth Advisory Group, Inc. in 2011 to continue his focus on providing effective employee benefit plans, investment strategies, retirement readiness, and successful retirement plans to a range of companies. He prepares the Fiduciary Investment Reviews; the Fiduciary Plan Reviews; and The B3 Benchmarking Analysis for client accounts. He is also responsible for the Fiduciary Compliance with the Trustees of the client companies.

Prior to joining Wealth Advisory Group, Inc, he spent three years at Raymond James Financial Services where he concentrated on improving and servicing Corporate Retirement Plans. Andrew began his career in the Financial Services industry in 2002 with The Hartford serving numerous roles.

Andrew graduated from the University of Colorado at Boulder, and received a BA in English Literature and a minor in Business Administration. Andrew is a licensed FINRA Series 6, 7, 63 and 65 professional.”



Robert A. Norton, Certified Financial Analyst (CFA®) , Chartered Financial Analyst, Rob joined Wealth Advisory Group in 2015 as a member of the Investment Committee. Rob assists with portfolio construction and asset allocation for clients.

Rob has over 30 years of experience in the investment business beginning his career with Fidelity Investments in Boston. In 1985 he moved to Philadelphia to work for Philadelphia National Bank, now part of Wells Fargo Bank. The following year he joined Delaware Investments where he focused on investment analysis, portfolio management and client servicing for both institutional and high net worth clients. In 2002, he continued his career with Nuveen Investments in a similar role. In 2013 Rob started Portfolio Performance Partners, a consulting firm focused on helping investment advisors to deliver the best possible investment solutions to their clients.

Rob brings a strong understanding of the financial markets and the wide variety of investment options available, which allows him to help the Wealth Advisory Group build the best possible solutions for enabling clients to meet their financial goals.






Gwyneth O.Carrigan, Director of Marketing and Communications,  Gwyn brings over 20 years of experience in client service, education, and management to Wealth Advisory Group. Previously, Gwyn spent ten years at The Vanguard Group in positions which ranged from developing new financial products to overseeing teams of customer service associates to educating investors. Over the course of her career, Gwyn has led well over 700 meetings on topics relating to personal finance, advising investors on a variety of issues including achieving retirement goals, understanding complex investment vehicles, and designing sound financial plans. As a project manager, her responsibilities have included developing new product marketing strategies, designing business processes, and overseeing systems implementation. Gwyn graduated from Rosemont College with a Bachelor of Science in Business Management and is a member of the academic honor society Alpha Sigma Lambda.





Stephen F. Ritner, Esq.,Director of Corporate Planning, Steve focuses his practice on helping small and middle market clients with a wide range of corporate and business matters. Steve is available to advise on Shareholders Agreements, Compensation Strategies, Mergers and Acquisitions, Growth and Valuation Strategies and General Corporate Counsel Services.
Steve’s 35+ years of corporate counseling assists our business owner clients with answers to everyday growth strategies and legal challenges. He is a seasoned corporate lawyer and a FINRA licensed investment banker.

Steve was previously in the corporate law group at Stevens & Lee and Blank Rome and was also an investment banker with Griffin Financial Group, a regional investment bank.

Steve is a graduate of George Washington University Law School, JD with Honors, 1972; and has a bachelor of science in accounting from the University of Delaware.




Lee Maxwell, CPA, CVA- Chief Financial Officer, Lee serves as our Chief Financial Officer for finance, budgeting and banking relationships. Lee has over 25 years of business experience where he facilitated the growth of the business, helped raise debt and equity capital, implemented strategic and tactical business plans and executed acquisitions and joint ventures. Lee has served as the CFO of a public company as well as several private companies. He is a resource to guide client companies in practical directions for successful growth and exit strategies.Lee has a MBA in Finance from the Wharton Graduate School of the University of Pennsylvania; a BA from Williams College, cum laude; served in the U.S. Navy; is an active CPA and CVA (Certified Valuation Analyst).





Contact Wealth Advisory Group today at 800-332-5465 so we can explain the advantages of working with advisors rather than brokers.

 
 
     
 

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