The Wealth Advantage Group

The Wealth Advantage Group is a fee-based investment firm deeply committed to providing personalized financial guidance and exceeding client expectations. We prioritize client service, building strong relationships with each individual and family we work with. Our experienced team of professionals utilize a process-driven and data-oriented approach to investing, ensuring transparency and accountability throughout the process.

Who We Serve

We assist individuals and families, pre-retirees and retirees, business owners, and small business & corporate retirement plans in achieving their financial goals. We understand the unique challenges and aspirations of each client, and tailor our strategies to their specific needs and aspirations.

Our Commitment

Our core values guide everything we do:

• Client-Centricity: We prioritize your needs and goals as our primary concern.
• Integrity and Transparency: We believe in open communication and honest disclosure in all aspects of our work.
• Data-Driven Decision Making: We rely on thorough analysis and quantitative data to inform our investment strategies.
• Continuous Improvement: We embrace ongoing learning and innovation to provide you with the most effective and efficient solutions.

Our Team

Led by experienced professionals, our team boasts over 30 years of combined knowledge and expertise in the financial services industry. Our team consists of:

• Jeff Husak: Founder and Partner, with over 15 years of experience in the securities industry.
• Evan Lipsitz: Client Liaison, with a passion for building lasting client relationships and providing exceptional customer service.
• Michael Husak: Partner and Director of Operations, with over 18 years of experience in building and managing successful financial services firms.

Our Approach

We utilize a systematic and disciplined approach to investing, incorporating market analysis, trend identification, and intermarket relationships to generate consistent returns for our clients. We also leverage a robust risk management framework to protect client capital while pursuing potential growth opportunities.