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Financial Planning

Wealth Advisory Group works with a variety of nurse professionals to help plan for their unique financial goals and situations. Your financial advisor will help you explore protection solutions and develop a retirement income strategy to help you live the lifestyle you choose and build a lasting legacy for those who are most important to you. Our process is simple – it revolves around wealth accumulation, utilization and preservation, but it all begins with a phone call.


Contact Jason Lurie at 518-867-3210 x109 to learn more.

 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 355 Lexington Avenue, 9 Fl., New York, NY 10017, 212-541-8800. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment adviser. Financial Representative, The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Wealth Advisory Group LLC is not an affiliate or subsidiary of PAS or Guardian. Wealth Advisory Group is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. PAS is a member FINRA, SIPC. 2020-105581 Exp. 07/22

The NPA| The Nurse Practitioner Association New York State

The mission of The NPA is to promote high standards of healthcare delivery through the
empowerment of nurse practitioners and the profession throughout New York State.

Office Hours: M-F 8:30am - 5:00pm | Tel: 518-348-0719 | Fax: 518-348-0720 | Email: info@TheNPA.org