PACT Spotlights: Wealth Advisory Group

As an advisor to corporate benefit plans (many who are members of the PACT), we help companies attract, reward and retain top talent through high performing benefit programs. We truly believe that the success of your company will be driven by the long-term health and financial wellness of your employees and we are here to help you implement the most optimized benefits arrangements for your organization.

Founded in 1993, Wealth Advisory Group (WAG) is a privately held Registered Investment Advisory firm enthusiastic about continuing to grow our footprint in the Greater Philadelphia Region.  As a fully independent firm, we are free from conflicts of interest and proprietary products and partner with leading industry providers to design, implement and manage programs that are best aligned with your needs.

  • We are committed to Enduring Relationships
  • Always placing our Client’s Interest First
  • Obsessive about Client Service
  • Dedicated to Positive Outcomes

We combine sophisticated technology, access to unique investment solutions with transparency and independence to provide customized financial solutions to our client’s unique financial goals. We are determined to help create a significant, positive impact on the lives of the participants in the retirement plans that we serve.

So, whether you are venture-backed, privately held, early-stage, or an established organization, your employees deserve the best platform to save for their long-term financial goals. Your success and their success are dependent upon it!  Wealth Advisory Group is your partner to guide you in fulfilling this corporate responsibility.

We look forward to beginning a conversation with you!

Primary Contact:

Bob Geiger

Financial Advisor

geiger@wagadvisors.com

(610) 225-1000 x122


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