Transforming Wealth Management: The Wealth Alliance and Fidelity's Premier Client Experience

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At Wealth Alliance, we embrace the power of great minds to transform your future. As a registered investment advisory firm with the U.S. Securities and Exchange Commission SEC, our collaboration with Fidelity Investments revolutionizes client experiences. We empower seasoned professionals who are certified financial planners and accountants, bolstered by an elite team dedicated to service excellence.

Meet Our Team Expertise Catered to Your Unique Needs

Revolutionizing the Client Experience

The Wealth Alliance prioritizes integrity as a fiduciary for all clients, ensuring that our interests align with yours. We offer personalized advice tlored specifically to your unique circumstances.

Familiarize Yourself With Our Services

For Individuals, Businesses, and Collaborative Partners: CPAs, Attorneys Consultants, we provide comprehensive solutions designed to unlock new levels of success through strategic financial planning.

Giving Back

We believe that giving is the foundation of a fulfilling life. The Wealth Alliance dedicates resources to various causes that enrich communities worldwide.

Contact Us Experience Distinction Through Collaboration

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Our Locations

New York Office

105 Broadhollow Rd., Melville, NY 11747

Tel: 631-670-0682

Florida Office

6501 Congress Ave., Suite 100, Boca Raton, FL 33487

Tel: 561-910-8626

[email protected]

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The Wealth Alliance is a registered investment advisory firm with the SEC, working in tandem with Fidelity Investments to redefine client experiences.

Fidelity Investments and its services including National Financial Services LLC or Fidelity Brokerage Services LLC are indepent entities separate from The Wealth Alliance, offering clearing, custody, and other brokerage services form of legal partnership agency affiliation. Neither advisor nor firm receives compensation for placement on Forbes' Best-In-State Wealth Advisor lists.

Eric Diton and Robert Conzo have been recognized by ForbesShook as among the top wealth advisors in Florida Eric Diton and New York Robert Conzo, respectively, based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria. For more information on their : America's Top Wealth Advisors 2023.

The content herein does not constitute orsement or partnership with Fidelity Investments, nor should it be construed as a recommation for any investment products offered by the firm.
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