The Wealth Advocate Investment Group

The Wealth Advocate Investment Group

Financial Services, 3520 Diamond Leaf Drive, Vero Beach, Florida, 32966, United States, 1-10 Employees

yourwealthadvocate.com

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phone no Phone Number: +13*********

Who is THE WEALTH ADVOCATE INVESTMENT GROUP

Integrated Tax Business and Financial Planning Property Tax Mitigation | Cost Segregation | Workers Comp Insurance Audits | Federal Tax Incentives and more... For businesses with employee...

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  • 3520 Diamond Leaf Drive, Vero Beach, Florida, 32966, United States Headquarters: 3520 Diamond Leaf Drive, Vero Beach, Florida, 32966, United States
  • 2008 Date Founded: 2008
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 7389 | NAICS Code: 523930 | Show More

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The Wealth Advocate Investment Group Org Chart and Mapping

Employees

Clint Losch

Specialized Tax Incentive and Expense Reduction Strategiest

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Frequently Asked Questions Regarding The Wealth Advocate Investment Group

Answer: The Wealth Advocate Investment Group's headquarters are located at 3520 Diamond Leaf Drive, Vero Beach, Florida, 32966, United States

Answer: The Wealth Advocate Investment Group's phone number is +13*********

Answer: The Wealth Advocate Investment Group's official website is https://yourwealthadvocate.com

Answer: The Wealth Advocate Investment Group's revenue is Under $1 Million

Answer: The Wealth Advocate Investment Group's SIC: 7389

Answer: The Wealth Advocate Investment Group's NAICS: 523930

Answer: The Wealth Advocate Investment Group has 1-10 employees

Answer: The Wealth Advocate Investment Group is in Financial Services

Answer: The Wealth Advocate Investment Group contact info: Phone number: +13********* Website: https://yourwealthadvocate.com

Answer: Integrated Tax Business and Financial Planning Property Tax Mitigation | Cost Segregation | Workers Comp Insurance Audits | Federal Tax Incentives and more... For businesses with employees we help them reduce "Business Costs" in a greater fashion by performing various audits without disruption of any business processes. In most cases we can get the business tax incentives for items that they had no idea they were entitled. In many industries we attain over $200,000 in rebates or incentives. In the past 12 years our partners have saved over 500MM in tax incentives and rebates. For Small Business Owners we save on average over 20,000 in their personal income tax bill. We use a Tax Blueprint to implement the tax savings all on a contingency basis. Our typical client saves 25% of their current tax liability.

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