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Roy Innella

The Wealth Advocate Investment Group LLC
Portfolio Management

Contact Information:

700 American Ave Suite 302
King of Prussia, PA 19406
United States
T: 610-695-8748
F: 866-338-2320
http://www.yourwealthadvocate.com

Years in Business:

 

30

Clients I'm Seeking:

 

Any business owner who is tired of paying high taxes can get some relief by contacting our firm. We work with business owners to match them with federal tax credits that are out of the realm of theri CPA.

About My Business:

 

After 25 years in business I changed careers to fulfill my desire to truly help people. I do this in two ways. How We Serve Protecting Your Life Style. For business owners we create ways to protect what you have built and sacrificed for over your many years in business and we realize that you may not have had the resources to fund a retirement plan. After all aren't most of your assets tied up in your business? With our WARP(Wealth Advocate Retirement Plan) we can get tax deductions for your contributions to YOUR retirement plan and get the funds to fund it and be able to withdraw at retirement without paying taxes. Since Roy was a small business owner he is very familiar with the day to day problems and challenges to business owners. Knowing that all business owners are focussed on building the bottom line his focus is on helping business owners get what they need to keep what they have built. He helps businesses succeed in areas that turn into profit by adding much needed cash flow to their businesses. Many of the methods used are in finding federal tax incentives, hiring incentives, property tax mitigation, cost segregation and many other areas that 90% of business owners aren’t aware could be tapped into.

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