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About Us

 

Who We Are

Values

Client Service

Wealth Benefit Advisors is an independent consulting firm. An advisor to businesses and individuals.

 

Working for maximum client impact

We work with leading business organizations and individuals from many industries. Our knowledge of these industries allows us to address problems and provide solutions with maximum client impact. Our multi disciplined expertise provides our clients with a breadth of services to address specific needs. We feel strongly about taking on challenges that matter to our clients.

Our dynamic network

Working with our clients on their most pressing issues requires expertise and the ability to tap into the right people that can provide the right creative solutions. Experts associated with our firm can provide guidance in the Legal, Financial, Accounting, ERISA and Health-Welfare areas. Serving at the core of this team, we begin by addressing the most fundamental issues.

Developing expertise and insights

We invest a significant effort in developing our expertise as well as our unique recommendations and insights for our clients. Forming long term perspectives requires experience and an awareness of the big picture. Our work draws on 45 years of experience to develop clear and practical solutions.