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Wale Advisory Group

Today, individuals, families and retirees need more competent financial and investment advice than ever before. Orange County-based Wale Advisory Group, provides a unique perspective on financial planning. We offer advice on wealth management Orange County can trust. From investment management to retirement planning, Orange County can turn to us for assistance. We offer advice that you can rely on for insurance, taxes, estate and investment planning.

Located in Orange County, California, Wale Advisory Group understands that no one can be "all things to all people." So we utilize a team approach of specialists to address each and every one of our client's goals and objectives. Depending on your circumstances, we may elect to bring in CPAs, Attorneys, Long Term Care Specialists and even outside portfolio managers to ensure that your needs are addressed at the highest level. Wale Advisory Group provides comprehensive financial planning, investment analysis and financial consulting services. Whether you need assistance with planning for retirement, your investment portfolio, funding for your children’s education, reducing your taxes, insurance or estate planning advice, we are committed to providing the best possible guidance to help you navigate through the myriad of options available to you.

With a personal approach that larger firms cannot duplicate, we develop customized solutions and aid you with execution and maintenance. Your individualized comprehensive financial plan will cover multiple aspects of your financial future. Wale Advisory Group will provide you with nothing less than peerless service and trustworthy, straightforward guidance. When it comes to the financial success of you and your family, your financial planning goals become ours. Our success depends solely on what we can do to ensure yours.

We show our honesty and integrity by putting your interests first, always and with no exceptions.

Please take the time to browse our website and see if we can provide you with the outstanding service you deserve. Please contact us at 949-364-2602. We look forward to assisting you!

Sincerely,
James G. Wale
President